LBHM RETIREMENT PLAN

[ EIN: 03-0498867 | Plan No. 001 ]

Form 5500 records indicate that LBHM RETIREMENT PLAN is a 401(k) plan sponsored by LOVETT BOOKMAN HARMON MARKS LLP. The plan is classified as a Small Plan with 23 participants and assets totaling $25,390,687 for the 2024 plan year.

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

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Plan Sponsor: LOVETT BOOKMAN HARMON MARKS LLP

Location: LIBERTY CENTER, STE 1150, PITTSBURGH, PA 15222

EIN: 030498867

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 23

Total Assets: $25,390,687

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