KELLY, TROTTER, FRANZEN 401(K) PROFIT SHARING PLAN AND TRUST

[ EIN: 33-0676328 | Plan No. 002 ]

KELLY, TROTTER, FRANZEN 401(K) PROFIT SHARING PLAN AND TRUST, sponsored by KELLY, TROTTER, FRANZEN A LAW CORPORATION, appears in Form 5500 filings as a 401(k) plan. The plan reported 14 participants and total assets of $5,381,934 during the 2024 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: KELLY, TROTTER, FRANZEN A LAW CORPORATION

Location: 111 W. OCEAN BLVD., 14TH FLOOR, LONG BEACH, CA 90802

EIN: 330676328

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 14

Total Assets: $5,381,934

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