STEPHENS REIDINGER & BELLER 401(K) PROFIT SHARING PLAN AND TRUST

[ EIN: 33-0639599 | Plan No. 001 ]

STEPHENS REIDINGER & BELLER 401(K) PROFIT SHARING PLAN AND TRUST is reported on Form 5500 as a 401(k) plan sponsored by STEPHENS REIDINGER & BELLER. For the 2024 plan year, the plan had 26 participants and total assets of $1,050,981.

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

---

Plan Sponsor: STEPHENS REIDINGER & BELLER

Location: 1301 DOVE ST SUITE 890, NEWPORT BEACH, CA 92660

EIN: 330639599

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 26

Total Assets: $1,050,981

---