CITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN

[ EIN: 33-0280717 | Plan No. 001 ]

The CITIVEST, INC. EMPLOYEES 401(K) PROFIT SHARING PLAN plan, sponsored by CITIVEST, INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 27 participants and total assets of $2,512,750 for plan year 2024.

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

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Plan Sponsor: CITIVEST, INC.

Location: 4350 VON KARMAN AVE., SUITE 200, NEWPORT BEACH, CA 92660

EIN: 330280717

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 27

Total Assets: $2,512,750

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