P 401(k) Plan Report

Stable plan record

STOKES WEALTH MANAGEMENT 401(K) PLAN

Sponsored by STOKES WEALTH MANAGEMENT GROUP, LLC · EIN/PN 871337334-001

Selected filing history

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

Employer money per active participant
2025
$2,455
Administrative cost per participant
2025
$1,372
Active participants
2025
5
Total plan assets
2025
$2,751,833
Participant loans as a share of assets
2025
0.4%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260507135744NAL00035739360015$2,455
Public filing identifier

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