P 401(k) Plan Report

Stable plan record

FERMATA ADVISORS, LLC 401(K) PLAN

Sponsored by FERMATA ADVISORS, LLC · EIN/PN 842792924-001

Selected filing history

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

Employer money per active participant
2025
$3,206
Administrative cost per participant
2025
$8
Active participants
2025
16
Total plan assets
2025
$572,407
Participant loans as a share of assets
2025
0.2%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260721114100NAL000812267500116$3,206
Public filing identifier

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