RESEARCH AFFILIATES, LLC 401(K) PLAN

[ EIN: 02-0570299 | Plan No. 001 ]

Form 5500 filing classifies RESEARCH AFFILIATES, LLC 401(K) PLAN as a 401(k) plan, sponsored by RESEARCH AFFILIATES, LLC. The plan is a Small Plan with 88 participants and total assets of $28,187,788 reported for the 2024 plan year.

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

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Plan Sponsor: RESEARCH AFFILIATES, LLC

Location: 660 NEWPORT CENTER DRIVE, NEWPORT BEACH, CA 92660

EIN: 020570299

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 88

Total Assets: $28,187,788

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