P 401(k) Plan Report

Stable plan record

CWM 401(K) PROFIT SHARING PLAN

Sponsored by COMPREHENSIVE WEALTH MANAGEMENT, LLC · EIN/PN 912135495-001

Selected filing history

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

Employer money per active participant
2025
$5,619
Administrative cost per participant
2025
$202
Active participants
2025
12
Total plan assets
2025
$3,438,291
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260708043131NAL003345755400112$5,619
Public filing identifier

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