BIRGEN ASSET MANAGEMENT, INC. 401(K) PLAN AND TRUST

[ EIN: 95-4853914 | Plan No. 001 ]

Form 5500 records indicate that BIRGEN ASSET MANAGEMENT, INC. 401(K) PLAN AND TRUST is a 401(k) plan sponsored by BIRGEN ASSET MANAGEMENT, INC.. The plan is classified as a Small Plan with 4 participants and assets totaling $7,925,338 for the 2024 plan year.

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

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Plan Sponsor: BIRGEN ASSET MANAGEMENT, INC.

Location: 21700 EAST COPLEY DRIVE, SUITE 120, DIAMOND BAR, CA 91765

EIN: 954853914

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 4

Total Assets: $7,925,338

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