P 401(k) Plan Report

Stable plan record

SELECT ADVISORS WEALTH MANAGEM 401(K) PROFIT SHARING PLAN & TRUST

Sponsored by SELECT ADVISORS WEALTH MANAGEM · EIN/PN 992040513-001

Selected filing history

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

Employer money per active participant
2025
$5,411
Administrative cost per participant
2025
$274
Active participants
2025
6
Total plan assets
2025
$197,595
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260505141757NAL00010195690016$5,411
Public filing identifier

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