PACIFIC BRIDGE INSURANCE SERVICES, INC. 401(K) & PROFIT SHARING PLAN

[ EIN: 95-4618495 | Plan No. 001 ]

PACIFIC BRIDGE INSURANCE SERVICES, INC. 401(K) & PROFIT SHARING PLAN, sponsored by PACIFIC BRIDGE INSURANCE SERVICES, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 39 participants and total assets of $926,525 during the 2024 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: PACIFIC BRIDGE INSURANCE SERVICES, INC.

Location: 825 S. PRIMROSE AVENUE, SUITE E, MONROVIA, CA 91016

EIN: 954618495

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 39

Total Assets: $926,525

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