HARGREAVES & TAYLOR LLP 401K PROFIT SHARING PLAN AND TRUST

[ EIN: 33-0736566 | Plan No. 001 ]

HARGREAVES & TAYLOR LLP 401K PROFIT SHARING PLAN AND TRUST is reported on Form 5500 as a 401(k) plan sponsored by HARGREAVES & TAYLOR LLP. For the 2024 plan year, the plan had 15 participants and total assets of $822,136.

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

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Plan Sponsor: HARGREAVES & TAYLOR LLP

Location: 655 W. BROADWAY, SAN DIEGO, CA 92101

EIN: 330736566

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 15

Total Assets: $822,136

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