KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN

[ EIN: 33-0203014 | Plan No. 001 ]

Form 5500 records indicate that KOELLER NEBEKER CARLSON & HALUCK, LLP 401(K) PLAN is a 401(k) plan sponsored by KOELLER NEBEKER CARLSON HALUCK. The plan is classified as a Large Plan with 291 participants and assets totaling $27,184,801 for the 2023 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: KOELLER NEBEKER CARLSON HALUCK

Location: 3 PARK PLAZA SUITE 1500, IRVINE, CA 92614

EIN: 330203014

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 291

Total Assets: $27,184,801

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