P 401(k) Plan Report

Stable plan record

AUSPERITY PRIVATE WEALTH, LLC 401(K) PROFIT SHARING PLAN

Sponsored by AUSPERITY PRIVATE WEALTH, LLC · EIN/PN 872276671-001

Selected filing history

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

Employer money per active participant
2025
$14,135
Administrative cost per participant
2025
$73
Active participants
2025
9
Total plan assets
2025
$1,878,979
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260321161230NAL00144001460019$14,135
Public filing identifier

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