P 401(k) Plan Report

Stable plan record

CANOPY WEALTH MANAGEMENT 401(K) PLAN

Sponsored by ERN FINANCIAL, LLC DBA CANOPY WEALTH MANAGEMENT · EIN/PN 825499775-001

Selected filing history

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

Employer money per active participant
2025
$17,432
Administrative cost per participant
2025
$408
Active participants
2025
15
Total plan assets
2025
$9,953,249
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260407121733NAL001570640200115$17,432
Public filing identifier

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