P 401(k) Plan Report

Stable plan record

ALDRICH WEALTH MANAGEMENT RETIREMENT PLAN

Sponsored by ALDRICH WEALTH MANAGEMENT LLC · EIN/PN 823483797-001

Selected filing history

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

Employer money per active participant
2025
$1,013
Administrative cost per participant
2025
Not reported
Active participants
2025
4
Total plan assets
2025
$261,677
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260519164844NAL00009191390014$1,013
Public filing identifier

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