P 401(k) Plan Report

Stable plan record

CLIFFORD SQUARE WEALTH ADVISORS 401(K) PLAN

Sponsored by CLIFFORD SQUARE WEALTH ADVISORS · EIN/PN 990817608-001

Selected filing history

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

Employer money per active participant
2025
$25,535
Administrative cost per participant
2025
$114
Active participants
2025
2
Total plan assets
2025
$103,710
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260504220429NAL00003238410752$25,535
Public filing identifier

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