P 401(k) Plan Report

Stable plan record

H2O WEALTH MANAGEMENT, LLC SAFE HARBOR 401(K) PLAN

Sponsored by H2O WEALTH MANAGEMENT, LLC · EIN/PN 882000086-001

Selected filing history

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

Employer money per active participant
2025
$4,107
Administrative cost per participant
2025
$0
Active participants
2025
4
Total plan assets
2025
$2,151,920
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260429160735NAL00062661470014$4,107
Public filing identifier

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