SCHONBERG & ASSOCIATES RETIREMENT SAVINGS PLAN

[ EIN: 16-1705476 | Plan No. 002 ]

The SCHONBERG & ASSOCIATES RETIREMENT SAVINGS PLAN plan, sponsored by D.C. SCHONBERG & ASSOCIATES LLC, is listed in Form 5500 data as a 401(k) plan. The filing reports 224 participants and total assets of $2,336,695 for plan year 2023.

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

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Plan Sponsor: D.C. SCHONBERG & ASSOCIATES LLC

Location: 111 VETERANS BLVD., METAIRIE, LA 70005

EIN: 161705476

Plan Number: 002

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 224

Total Assets: $2,336,695

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