WEATHERLY ASSET MANAGEMENT L.P. PROFIT SHARING PLAN

[ EIN: 33-0638187 | Plan No. 001 ]

Form 5500 records indicate that WEATHERLY ASSET MANAGEMENT L.P. PROFIT SHARING PLAN is a 401(k) plan sponsored by WEATHERLY ASSET MANAGEMENT L.P.. The plan is classified as a Small Plan with 13 participants and assets totaling $8,543,798 for the 2024 plan year.

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

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Plan Sponsor: WEATHERLY ASSET MANAGEMENT L.P.

Location: 832 CAMINO DEL MAR, DEL MAR, CA 92014

EIN: 330638187

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 13

Total Assets: $8,543,798

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