P 401(k) Plan Report

Stable plan record

CERULEAN PRIVATE WEALTH ADVISO 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by CERULEAN PRIVATE WEALTH ADVISO · EIN/PN 831541818-001

Selected filing history

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

Employer money per active participant
2025
$24,992
Administrative cost per participant
2025
$1,078
Active participants
2025
2
Total plan assets
2025
$706,594
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260624175334NAL00081913770012$24,992
Public filing identifier

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