PETRA PACIFIC INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 95-4308176 | Plan No. 001 ]

PETRA PACIFIC INSURANCE SERVICE, INC. 401(K) PROFIT SHARING PLAN is reported on Form 5500 as a 401(k) plan sponsored by PETRA PACIFIC INSURANCE SERVICE, INC.. For the 2024 plan year, the plan had 72 participants and total assets of $7,840,901.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: PETRA PACIFIC INSURANCE SERVICE, INC.

Location: 770 THE CITY DR. S SUITE 1500, ORANGE, CA 92868

EIN: 954308176

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 72

Total Assets: $7,840,901

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