P 401(k) Plan Report

Stable plan record

THE MORENO WEALTH MANAGEMENT G 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by THE MORENO WEALTH MANAGEMENT G · EIN/PN 821538974-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$0
Administrative cost per participant
2025
$2,953
Active participants
2025
3
Total plan assets
2025
$853,424
Participant loans as a share of assets
2025
0.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260428123059NAL00155552000013$0
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.