DIRECT MANAGEMENT GROUP CASH BALANCE PLAN

[ EIN: 95-4351147 | Plan No. 003 ]

Form 5500 filing classifies DIRECT MANAGEMENT GROUP CASH BALANCE PLAN as a Defined Benefit plan, sponsored by DIRECT MANAGEMENT GROUP, INC.. The plan is a Small Plan with 7 participants and total assets of $6,522,930 reported for the 2023 plan year.

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

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Plan Sponsor: DIRECT MANAGEMENT GROUP, INC.

Location: 15821 VENTURA BLVD., SUITE 370, ENCINO, CA 91436

EIN: 954351147

Plan Number: 003

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 7

Total Assets: $6,522,930

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