P 401(k) Plan Report

Stable plan record

TRIFECTA WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by TRIFECTA WEALTH MANAGEMENT LLC · EIN/PN 922757782-001

Selected filing history

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

Employer money per active participant
2025
$0
Administrative cost per participant
2025
$273
Active participants
2025
2
Total plan assets
2025
$53,121
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260413145427NAL00172105290012$0
Public filing identifier

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