WARSH, ALPERT & ALPERT, INC. 401(K) PLAN

[ EIN: 02-0663974 | Plan No. 001 ]

Form 5500 filing classifies WARSH, ALPERT & ALPERT, INC. 401(K) PLAN as a 401(k) plan, sponsored by WARSH, ALPERT & ALPERT, INC.. The plan is a Small Plan with 10 participants and total assets of $4,958,314 reported for the 2023 plan year.

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

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Plan Sponsor: WARSH, ALPERT & ALPERT, INC.

Location: 29566 NORTHWESTERN HWY., SUITE 120, SOUTHFIELD, MI 48034

EIN: 020663974

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 10

Total Assets: $4,958,314

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