P 401(k) Plan Report

Stable plan record

MWM RETIREMENT TRUST

Sponsored by MCALVANY WEALTH MANAGEMENT, LLC · EIN/PN 841129256-001

Selected filing history

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

Employer money per active participant
2025
$2,983
Administrative cost per participant
2025
$76
Active participants
2025
6
Total plan assets
2025
$931,780
Participant loans as a share of assets
2025
0.0%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260721152424NAL00143460800016$2,983
Public filing identifier

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