P 401(k) Plan Report

Stable plan record

AJ WEALTH AND LEGACY, LLC 401(K) PLAN

Sponsored by AJ WEALTH & LEGACY, LLC · EIN/PN 873216389-001

Selected filing history

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

Employer money per active participant
2025
$853
Administrative cost per participant
2025
$15
Active participants
2025
3
Total plan assets
2025
$739,713
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260515081551NAL00181720820013$853
Public filing identifier

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