P 401(k) Plan Report

Stable plan record

KAREN M. BOSTICK 401(K) RETIREMENT PLAN

Sponsored by KAREN M. BOSTICK D/B/A TRANSITIONS-WEALTH LLC · EIN/PN 921584631-001

Selected filing history

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

Employer money per active participant
2025
$3,838
Administrative cost per participant
2025
Not reported
Active participants
2025
2
Total plan assets
2025
$563,668
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260423111328NAL00073207520012$3,838
Public filing identifier

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