P 401(k) Plan Report

Stable plan record

GUTIERREZ WEALTH ADVISORY, LLC 401(K) PLAN

Sponsored by GUTIERREZ WEALTH ADVISORY, LLC · EIN/PN 920779813-001

Selected filing history

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

Employer money per active participant
2025
$7,336
Administrative cost per participant
2025
Not reported
Active participants
2025
3
Total plan assets
2025
$517,668
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260519154703NAL00014037920013$7,336
Public filing identifier

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