APRIEM ADVISORS RETIREMENT PLAN

[ EIN: 33-0788030 | Plan No. 001 ]

Form 5500 records indicate that APRIEM ADVISORS RETIREMENT PLAN is a 401(k) plan sponsored by APRIEM ADVISORS. The plan is classified as a Small Plan with 17 participants and assets totaling $3,039,720 for the 2024 plan year.

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

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Plan Sponsor: APRIEM ADVISORS

Location: 19200 VON KARMAN AVE., STE. 1050, IRVINE, CA 92612

EIN: 330788030

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 17

Total Assets: $3,039,720

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