ROTHNER, SEGALL & GREENSTONE RETIREMENT SAVINGS PLAN

[ EIN: 95-4364982 | Plan No. 001 ]

According to Department of Labor Form 5500 data, ROTHNER, SEGALL & GREENSTONE sponsors ROTHNER, SEGALL & GREENSTONE RETIREMENT SAVINGS PLAN, categorized as a 401(k) plan. The filing shows 25 participants and total assets of $7,867,535 for the plan year 2024.

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

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Plan Sponsor: ROTHNER, SEGALL & GREENSTONE

Location: 510 SO. MARENGO AVE., PASADENA, CA 91101

EIN: 954364982

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 25

Total Assets: $7,867,535

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