P 401(k) Plan Report

Stable plan record

CONNELLY WEALTH MANAGEMENT, LLC 401(K) PLAN

Sponsored by CONNELLY WEALTH MANAGEMENT, LLC · EIN/PN 873157028-002

Selected filing history

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

Employer money per active participant
2025
$18,210
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$439,878
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260715153459NAL00041050080013$18,210
Public filing identifier

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