P 401(k) Plan Report

Stable plan record

IWS RETIREMENT 401(K) PLAN & TRUST

Sponsored by INSIGHT WEALTH STRATEGIES, LLC · EIN/PN 825323905-001

Selected filing history

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

Employer money per active participant
2025
$6,490
Administrative cost per participant
2025
$228
Active participants
2025
11
Total plan assets
2025
$1,700,691
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260429085652NAL002258080200111$6,490
Public filing identifier

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