P 401(k) Plan Report

Stable plan record

WERNICK SPEAR WEALTH MANAGERS 401(K) PLAN

Sponsored by WERNICK SPEAR WEALTH MANAGERS · EIN/PN 842335190-001

Selected filing history

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

Employer money per active participant
2025
$18,908
Administrative cost per participant
2025
$141
Active participants
2025
6
Total plan assets
2025
$1,917,712
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260601112117NAL00076898910016$18,908
Public filing identifier

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