CARSWELL GREENFIELD & KUNSTLER 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 95-4627992 | Plan No. 002 ]

CARSWELL GREENFIELD & KUNSTLER 401(K) PROFIT SHARING PLAN & TRUST, sponsored by CARSWELL GREENFIELD & KUNSTLER, appears in Form 5500 filings as a 401(k) plan. The plan reported 17 participants and total assets of $205,088 during the 2024 reporting period.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

---

Plan Sponsor: CARSWELL GREENFIELD & KUNSTLER

Location: 321 S BEVERLY DR STE M, BEVERLY HILLS, CA 90212

EIN: 954627992

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 17

Total Assets: $205,088

---