P 401(k) Plan Report

Stable plan record

LONETREE WEALTH MANAGEMENT 401(K) PLAN

Sponsored by LONETREE WEALTH MANAGEMENT, LLC · EIN/PN 883400429-001

Selected filing history

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

Employer money per active participant
2025
$1,051
Administrative cost per participant
2025
$1
Active participants
2025
3
Total plan assets
2025
$48,120
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260506221129NAL00017673630013$1,051
Public filing identifier

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