P 401(k) Plan Report

Stable plan record

PERSONALIZED WEALTH MANAGEMENT LLC-401(K)

Sponsored by PERSONALIZED WEALTH MANAGEMENT L · EIN/PN 830611852-001

Selected filing history

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

Employer money per active participant
2025
Not reported
Administrative cost per participant
2025
$260
Active participants
2025
2
Total plan assets
2025
$181,617
Participant loans as a share of assets
2025
7.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260608083103NAL00028332810012Not reported
Public filing identifier

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