CANTERBURY CONSULTING INCORPORATED EMPLOYEES' RETIREMENT PLAN

[ EIN: 33-0307982 | Plan No. 001 ]

The CANTERBURY CONSULTING INCORPORATED EMPLOYEES' RETIREMENT PLAN plan, sponsored by CANTERBURY CONSULTING INCORPORATED, is listed in Form 5500 data as a 401(k) plan. The filing reports 92 participants and total assets of $40,803,085 for plan year 2023.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: CANTERBURY CONSULTING INCORPORATED

Location: 610 NEWPORT CENTER DR., STE. 500, NEWPORT BEACH, CA 92660

EIN: 330307982

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 92

Total Assets: $40,803,085

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