WILLIAM F. POLLAK III, CLU INSURANCE SERVICES, INC. PROFIT SHARING PLA

[ EIN: 33-0110408 | Plan No. 001 ]

According to Department of Labor Form 5500 data, WILLIAM F. POLLAK III, CLU INSURANCE SERVICES, INC. sponsors WILLIAM F. POLLAK III, CLU INSURANCE SERVICES, INC. PROFIT SHARING PLA, categorized as a Profit Sharing plan. The filing shows 2 participants and total assets of $197,042 for the plan year 2014.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: WILLIAM F. POLLAK III, CLU INSURANCE SERVICES, INC.

Location: 13821 NEWPORT AVE, STE 170, TUSTIN, CA 92780

EIN: 330110408

Plan Number: 001

Plan Year: 2014

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 2

Total Assets: $197,042

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