KERN & CO. PROFIT SHARING PLAN

[ EIN: 33-0641629 | Plan No. 001 ]

Form 5500 records indicate that KERN & CO. PROFIT SHARING PLAN is a Profit Sharing plan sponsored by SUSAN SPATH-HEGEDUS, INC.. The plan is classified as a Small Plan with 14 participants and assets totaling $2,604,370 for the 2024 plan year.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

---

Plan Sponsor: SUSAN SPATH-HEGEDUS, INC.

Location: 130 SOUTH CEDROS AVE, SUITE 100, SOLANA BEACH, CA 92075

EIN: 330641629

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 14

Total Assets: $2,604,370

---