WEATHERLY ASSET MANAGEMENT L.P. CASH BALANCE PLAN

[ EIN: 33-0638187 | Plan No. 002 ]

Form 5500 filing classifies WEATHERLY ASSET MANAGEMENT L.P. CASH BALANCE PLAN as a Defined Benefit plan, sponsored by WEATHERLY ASSET MANAGEMENT L.P.. The plan is a Small Plan with 12 participants and total assets of $931,377 reported for the 2024 plan year.

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

---

Plan Sponsor: WEATHERLY ASSET MANAGEMENT L.P.

Location: 832 CAMINO DEL MAR, SUITE 4, DEL MAR, CA 92014

EIN: 330638187

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 12

Total Assets: $931,377

---