P 401(k) Plan Report

Stable plan record

FRESCA KELLER WEALTH 401(K) PLAN

Sponsored by SUMMIT SQUARE PARTNERS, LLC DBA FRESCA KELLER WEALTH · EIN/PN 993511964-001

Selected filing history

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

Employer money per active participant
2025
$20,328
Administrative cost per participant
2025
$69
Active participants
2025
5
Total plan assets
2025
$1,088,339
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260422080917NAL00076002740015$20,328
Public filing identifier

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