SECURE ONE CAPITAL CORPORATION 401(K) PLAN

[ EIN: 33-0777764 | Plan No. 001 ]

The SECURE ONE CAPITAL CORPORATION 401(K) PLAN plan, sponsored by SECURE ONE CAPITAL CORPORATION, is listed in Form 5500 data as a 401(k) plan. The filing reports 32 participants and total assets of $613,876 for plan year 2023.

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

---

Plan Sponsor: SECURE ONE CAPITAL CORPORATION

Location: 555 ANTON BLVD., SUITE #900, COSTA MESA, CA 92626

EIN: 330777764

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 32

Total Assets: $613,876

---