TOLLESON WEALTH MANAGEMENT 401(K) PLAN

[ EIN: 03-0430021 | Plan No. 001 ]

Form 5500 records indicate that TOLLESON WEALTH MANAGEMENT 401(K) PLAN is a 401(k) plan sponsored by TOLLESON WEALTH MANAGEMENT, INC.. The plan is classified as a Large Plan with 304 participants and assets totaling $29,516,793 for the 2023 plan year.

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

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Plan Sponsor: TOLLESON WEALTH MANAGEMENT, INC.

Location: 5500 PRESTON ROAD, SUITE 250, DALLAS, TX 75205

EIN: 030430021

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 304

Total Assets: $29,516,793

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