UNITED AGENCIES LA VERNE EMPLOYEES' RETIREMENT PLAN AND TRUST AGREEMEN

[ EIN: 95-4843458 | Plan No. 001 ]

Form 5500 filing classifies UNITED AGENCIES LA VERNE EMPLOYEES' RETIREMENT PLAN AND TRUST AGREEMEN as a 401(k) plan, sponsored by HARDY INSURANCE SERVICES, INC.. The plan is a Small Plan with 20 participants and total assets of $1,674,734 reported for the 2021 plan year.

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

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Plan Sponsor: HARDY INSURANCE SERVICES, INC.

Location: 2911 BONITA AVENUE, SUITE A, LA VERNE, CA 91750

EIN: 954843458

Plan Number: 001

Plan Year: 2021

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 20

Total Assets: $1,674,734

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