BOND SERVICES 401K PLAN

[ EIN: 95-4868472 | Plan No. 001 ]

BOND SERVICES 401K PLAN, sponsored by BOND SERVICES OF CALIFORNIA INSURANCE AGENCY AND BROKERAGE, LLC, appears in Form 5500 filings as a 401(k) plan. The plan reported 48 participants and total assets of $7,241,232 during the 2024 reporting period.

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

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Plan Sponsor: BOND SERVICES OF CALIFORNIA INSURANCE AGENCY AND BROKERAGE, LLC

Location: 523 WEST 6TH STREET, SUITE 242, LOS ANGELES, CA 90014

EIN: 954868472

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 48

Total Assets: $7,241,232

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