P 401(k) Plan Report

Stable plan record

ROCHESTER WEALTH STRATEGIES 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by ROCHESTER WEALTH STRATEGIES · EIN/PN 831994386-001

Selected filing history

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

Employer money per active participant
2025
$3,123
Administrative cost per participant
2025
$462
Active participants
2025
7
Total plan assets
2025
$819,612
Participant loans as a share of assets
2025
1.3%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260413144047NAL00181906080017$3,123
Public filing identifier

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