BACKSTROM MCCARLEY BERRY & CO., LLC 401(K) PLAN

[ EIN: 01-0704006 | Plan No. 001 ]

BACKSTROM MCCARLEY BERRY & CO., LLC 401(K) PLAN is reported on Form 5500 as a 401(k) plan sponsored by BACKSTROM MCCARLEY BERRY & CO., LLC. For the 2023 plan year, the plan had 11 participants and total assets of $2,534,300.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

Plan Sponsor: BACKSTROM MCCARLEY BERRY & CO., LLC

Location: 130 BATTERY STREET, SUITE 560, SAN FRANCISCO, CA 94111

EIN: 010704006

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 11

Total Assets: $2,534,300