P 401(k) Plan Report

Stable plan record

JONES - PRICE WEALTH MANAGEMENT 401(K) PLAN

Sponsored by JONES-PRICE WEALTH MANAGEMENT LLC · EIN/PN 821764652-001

Selected filing history

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

Employer money per active participant
2025
$6,750
Administrative cost per participant
2025
$824
Active participants
2025
5
Total plan assets
2025
$847,615
Participant loans as a share of assets
2025
1.6%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260722121829NAL00157437280015$6,750
Public filing identifier

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