GARRETT/MOSIER INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0717089 | Plan No. 001 ]

GARRETT/MOSIER INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN, sponsored by GARRETT/MOSIER INSURANCE SERVICES, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 32 participants and total assets of $4,114,404 during the 2024 reporting period.

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

---

Plan Sponsor: GARRETT/MOSIER INSURANCE SERVICES, INC.

Location: 6201 OAK CANYON, SUITE 100, IRVINE, CA 92618

EIN: 330717089

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 32

Total Assets: $4,114,404

---