ENDURING WEALTH ADVISORS 401(K) PLAN

[ EIN: 33-0819364 | Plan No. 001 ]

Form 5500 filing classifies ENDURING WEALTH ADVISORS 401(K) PLAN as a 401(k) plan, sponsored by ENDURING WEALTH ADVISORS. The plan is a Small Plan with 6 participants and total assets of $328,798 reported for the 2024 plan year.

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

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Plan Sponsor: ENDURING WEALTH ADVISORS

Location: 31101 VIA NORTE, TEMECULA, CA 92591

EIN: 330819364

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 6

Total Assets: $328,798

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