P 401(k) Plan Report

Stable plan record

CARNEGIE WEALTH MANAGEMENT LLC 401(K) RETIREMENT SAVINGS PLAN

Sponsored by CARNEGIE WEALTH MANAGEMENT LLC · EIN/PN 822413873-001

Selected filing history

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

Employer money per active participant
2025
$4,798
Administrative cost per participant
2025
$170
Active participants
2025
6
Total plan assets
2025
$940,114
Participant loans as a share of assets
2025
3.1%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260724063629NAL00144642250036$4,798
Public filing identifier

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