P 401(k) Plan Report

Stable plan record

MORAN WEALTH MANAGEMENT LLC 401K

Sponsored by MORAN WEALTH MANAGEMENT · EIN/PN 831956089-001

Selected filing history

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

Employer money per active participant
2025
$11,875
Administrative cost per participant
2025
$7
Active participants
2025
52
Total plan assets
2025
$6,440,812
Participant loans as a share of assets
2025
3.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260702093930NAL002557923400152$11,875
Public filing identifier

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