MILESTONE INSURANCE BROKERS 401(K) PLAN

[ EIN: 33-0688562 | Plan No. 003 ]

Form 5500 records indicate that MILESTONE INSURANCE BROKERS 401(K) PLAN is a 401(k) plan sponsored by MILESTONE INSURANCE BROKERS, INC.. The plan is classified as a Small Plan with 24 participants and assets totaling $2,647,893 for the 2024 plan year.

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

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Plan Sponsor: MILESTONE INSURANCE BROKERS, INC.

Location: 8 CORPORATE PARK, STE 130, IRVINE, CA 92606

EIN: 330688562

Plan Number: 003

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 24

Total Assets: $2,647,893

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