BEVEN & BROCK MANAGEMENT COMPANY INC 401(K) PLAN

[ EIN: 95-4307130 | Plan No. 001 ]

Form 5500 filing classifies BEVEN & BROCK MANAGEMENT COMPANY INC 401(K) PLAN as a 401(k) plan, sponsored by BEVEN & BROCK MANAGEMENT COMPANY. The plan is a Small Plan with 61 participants and total assets of $4,763,506 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: BEVEN & BROCK MANAGEMENT COMPANY

Location: 99 S LAKE AVE STE 100, PASADENA, CA 91101

EIN: 954307130

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 61

Total Assets: $4,763,506

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