P 401(k) Plan Report

Stable plan record

BRADLEY WEALTH MANAGEMENT 401 (K) PLAN

Sponsored by BRADLEY & STAYTON WEALTH MANAGEMENT · EIN/PN 831462742-001

Selected filing history

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

Employer money per active participant
2025
$19,880
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$1,113,826
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260206143741NAL00032465310013$19,880
Public filing identifier

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