P 401(k) Plan Report

Stable plan record

RETIREMENT OPTIMIZATION GROUP 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by RETIREMENT OPTIMIZATION GROUP · EIN/PN 920775517-001

Selected filing history

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

Employer money per active participant
2025
$1,396
Administrative cost per participant
2025
$65
Active participants
2025
14
Total plan assets
2025
$310,397
Participant loans as a share of assets
2025
6.8%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260710114942NAL000162040000114$1,396
Public filing identifier

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