TEAGUE FINANCIAL INSURANCE SERVICES, INC. 401(K) SAVINGS PLAN

[ EIN: 33-0290797 | Plan No. 001 ]

Form 5500 records indicate that TEAGUE FINANCIAL INSURANCE SERVICES, INC. 401(K) SAVINGS PLAN is a 401(k) plan sponsored by TEAGUE FINANCIAL INSURANCE SERVICES. The plan is classified as a Small Plan with 26 participants and assets totaling $2,861,215 for the 2024 plan year.

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

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Plan Sponsor: TEAGUE FINANCIAL INSURANCE SERVICES

Location: 4710 FOURTH STREET, STE 300, LA MESA, CA 91941

EIN: 330290797

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 26

Total Assets: $2,861,215

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