THE DOCTORS' INSURANCE AGENCY RETIREMENT PLAN

[ EIN: 02-0717210 | Plan No. 001 ]

According to Department of Labor Form 5500 data, O'BRIEN INSURANCE SERVICES, INC. sponsors THE DOCTORS' INSURANCE AGENCY RETIREMENT PLAN, categorized as a 401(k) plan. The filing shows 10 participants and total assets of $2,729,176 for the plan year 2023.

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

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Plan Sponsor: O'BRIEN INSURANCE SERVICES, INC.

Location: 454 LAS GALLINAS AVE, SUITE 179, SAN RAFAEL, CA 94903

EIN: 020717210

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 10

Total Assets: $2,729,176

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