P 401(k) Plan Report

Stable plan record

PRESERVATION WEALTH MANAGEMENT 401(K) PLAN

Sponsored by PRESERVATION WEALTH MANAGEMENT OF LOUISIANA, LLC · EIN/PN 824898568-001

Selected filing history

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

Employer money per active participant
2025
$13,842
Administrative cost per participant
2025
$1,739
Active participants
2025
4
Total plan assets
2025
$1,329,867
Participant loans as a share of assets
2025
0.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260420084945NAL00012658090014$13,842
Public filing identifier

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