P 401(k) Plan Report

Stable plan record

ADRIAN WILCOX INSURANCE AND FINANCIAL SERVICES, INC. 401(K) P/S PLAN

Sponsored by ADRIAN WILCOX INSURANCE AND FINANCIAL SERVICES, INC. · EIN/PN 992171409-001

Selected filing history

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

Employer money per active participant
2025
$1,916
Administrative cost per participant
2025
$1,473
Active participants
2025
3
Total plan assets
2025
$465,276
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260716153922NAL00033363230013$1,916
Public filing identifier

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