P 401(k) Plan Report

Stable plan record

WEALTHPOINT ADVISORS 401(K) PLAN

Sponsored by SSI WEALTH MANAGEMENT, LLC DBA WEALTHPOINT ADVISORS · EIN/PN 872939888-001

Selected filing history

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

Employer money per active participant
2025
$0
Administrative cost per participant
2025
$2
Active participants
2025
4
Total plan assets
2025
$1,310,733
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260521100403NAL00020679210014$0
Public filing identifier

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