P 401(k) Plan Report

Stable plan record

PERITUS WEALTH MANAGEMENT, LLC 401(K) PLAN

Sponsored by PERITUS WEALTH MANAGEMENT, LLC · EIN/PN 920408523-001

Selected filing history

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

Employer money per active participant
2025
$5,677
Administrative cost per participant
2025
$41
Active participants
2025
9
Total plan assets
2025
$436,825
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260526154041NAL00068808510019$5,677
Public filing identifier

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