CALIFORNIA FINANCIAL PARTNERS 401(K) PROFIT SHARING PLAN

[ EIN: 95-4836837 | Plan No. 002 ]

CALIFORNIA FINANCIAL PARTNERS 401(K) PROFIT SHARING PLAN, sponsored by CALIFORNIA FINANCIAL PARTNERS, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 6 participants and total assets of $394,625 during the 2024 reporting period.

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

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Plan Sponsor: CALIFORNIA FINANCIAL PARTNERS, INC.

Location: 700 N BRAND BLVD STE 640, GLENDALE, CA 91203

EIN: 954836837

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 6

Total Assets: $394,625

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