BERT L. HOWE & ASSOCIATES, INC. 401K PROFIT SHARING PLAN

[ EIN: 33-0647183 | Plan No. 001 ]

The BERT L. HOWE & ASSOCIATES, INC. 401K PROFIT SHARING PLAN plan, sponsored by BERT L. HOWE & ASSOCIATES, INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 46 participants and total assets of $7,019,230 for plan year 2024.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: BERT L. HOWE & ASSOCIATES, INC.

Location: 5415 E. LA PALMA AVENUE, ANAHEIM, CA 92807

EIN: 330647183

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 46

Total Assets: $7,019,230

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