P 401(k) Plan Report

Stable plan record

JRS WEALTH MANAGEMENT 401(K) P/S PLAN

Sponsored by JRS WEALTH MANAGEMENT · EIN/PN 823327249-001

Selected filing history

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

Employer money per active participant
2025
$11,468
Administrative cost per participant
2025
$536
Active participants
2025
6
Total plan assets
2025
$1,194,393
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260623131837NAL00072126410016$11,468
Public filing identifier

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