P 401(k) Plan Report

Stable plan record

COLTIVA WEALTH RETIREMENT PLAN

Sponsored by COLTIVA WEALTH PLANNING PARTNERS · EIN/PN 842297414-001

Selected filing history

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

Employer money per active participant
2025
$4,622
Administrative cost per participant
2025
$20
Active participants
2025
4
Total plan assets
2025
$780,289
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260413093538NAL00145162410014$4,622
Public filing identifier

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