P 401(k) Plan Report

Stable plan record

LORI NEAL & ASSOCIATES LLC

Sponsored by LORI NEAL & ASSOCIATES LLC · EIN/PN 994818385-001

Selected filing history

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

Employer money per active participant
2025
$1,936
Administrative cost per participant
2025
$120
Active participants
2025
16
Total plan assets
2025
$90,682
Participant loans as a share of assets
2025
1.9%
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260721202420NAL001473494400116$1,936
Public filing identifier

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