Stable plan record

PASSPORT WEALTH MANAGEMENT 401K PLAN

Sponsored by PASSPORT WEALTH MANAGEMENT LLC · EIN/PN 830598155-001

Selected filing history

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

Employer money per active participant
2025
$5,153
Administrative cost per participant
2025
$152
Active participants
2025
3
Total plan assets
2025
$109,329
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260716154154NAL00046554090013$5,153
Public filing identifier

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