P 401(k) Plan Report

Stable plan record

OLEY KINSER CONCIERGE WEALTH, LLC 401(K) PLAN

Sponsored by OLEY KINSER CONCIERGE WEALTH, LLC · EIN/PN 830539325-001

Selected filing history

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

Employer money per active participant
2025
$7,239
Administrative cost per participant
2025
$1,018
Active participants
2025
7
Total plan assets
2025
$1,617,324
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260408101250NAL00121139710017$7,239
Public filing identifier

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