Stable plan record

PANORAMIC FINANCIAL ADVICE INC 401(K) PLAN

Sponsored by PANORAMIC FINANCIAL ADVICE INC · EIN/PN 832872272-001

Selected filing history

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

Employer money per active participant
2025
$3,152
Administrative cost per participant
2025
$138
Active participants
2025
3
Total plan assets
2025
$317,845
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260423220321NAL00112688660233$3,152
Public filing identifier

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