Stable plan record

ASPIRATIONAL WEALTH MANAGEMENT, LLC 401(K)

Sponsored by ASPIRATIONAL WEALTH MANAGEMENT, LLC · EIN/PN 880870865-001

Selected filing history

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

Employer money per active participant
2025
$6,722
Administrative cost per participant
2025
$559
Active participants
2025
3
Total plan assets
2025
$858,225
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720134243NAL00134991380013$6,722
Public filing identifier

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