SARGENT & BERMAN, INC. PROFIT SHARING PLAN AND TRUST

[ EIN: 95-4289260 | Plan No. 001 ]

The SARGENT & BERMAN, INC. PROFIT SHARING PLAN AND TRUST plan, sponsored by SARGENT & BERMAN, INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 4 participants and total assets of $1,868,405 for plan year 2024.

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

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Plan Sponsor: SARGENT & BERMAN, INC.

Location: 15303 VENTURA BLVD., 9TH FLOOR, SHERMAN OAKS, CA 91403

EIN: 954289260

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 4

Total Assets: $1,868,405

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