Stable plan record

SIENA PRIVATE WEALTH, LLC - 401K

Sponsored by SIENA PRIVATE WEALTH, LLC · EIN/PN 991779215-001

Selected filing history

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

Employer money per active participant
2025
$6,285
Administrative cost per participant
2025
$33
Active participants
2025
4
Total plan assets
2025
$127,183
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260720183959NAL00121849920014$6,285
Public filing identifier

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