BASTIEN AND ASSOCIATES, INC. 401K PROFIT SHARING PLAN

[ EIN: 33-0055856 | Plan No. 001 ]

Form 5500 records indicate that BASTIEN AND ASSOCIATES, INC. 401K PROFIT SHARING PLAN is a 401(k) plan sponsored by BASTIEN AND ASSOCIATES, INC.. The plan is classified as a Small Plan with 18 participants and assets totaling $2,864,799 for the 2024 plan year.

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

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Plan Sponsor: BASTIEN AND ASSOCIATES, INC.

Location: 2 CORPORATE PARK, IRVINE, CA 92606

EIN: 330055856

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 18

Total Assets: $2,864,799

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