SCHWARTZ, DANIELS & BRADLEY CASH BALANCE PENSION PLAN

[ EIN: 95-4185689 | Plan No. 003 ]

The SCHWARTZ, DANIELS & BRADLEY CASH BALANCE PENSION PLAN plan, sponsored by SCHWARTZ, DANIELS & BRADLEY, is listed in Form 5500 data as a Defined Benefit plan. The filing reports 2 participants and total assets of $1,432,207 for plan year 2010.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: SCHWARTZ, DANIELS & BRADLEY

Location: 29229 CANWOOD STREET, SUITE 208, AGOURA HILLS, CA 91301

EIN: 954185689

Plan Number: 003

Plan Year: 2010

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 2

Total Assets: $1,432,207

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