WERTZ & COMPANY, LLP 401(K) SAVINGS PLAN

[ EIN: 02-0639624 | Plan No. 001 ]

Form 5500 filing classifies WERTZ & COMPANY, LLP 401(K) SAVINGS PLAN as a 401(k) plan, sponsored by WERTZ & COMPANY, LLP. The plan is a Small Plan with 62 participants and total assets of $8,897,107 reported for the 2024 plan year.

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Plan Sponsor: WERTZ & COMPANY, LLP

Location: 5450 TRABUCO RD., IRVINE, CA 92620

EIN: 020639624

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 62

Total Assets: $8,897,107

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