ALDER AGENCY & CO. 401(K) PLAN

[ EIN: 47-2556596 | Plan No. 001 ]

Form 5500 filing classifies ALDER AGENCY & CO. 401(K) PLAN as a 401(k) plan, sponsored by ALDER AGENCY & CO. D/B/A ALDER & CO.. The plan is a Small Plan with 6 participants and total assets of $5,132 reported for the 2023 plan year.

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

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Plan Sponsor: ALDER AGENCY & CO. D/B/A ALDER & CO.

Location: 888 SW FIFTH AVENUE, PORTLAND, OR 97204

EIN: 472556596

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 6

Total Assets: $5,132

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