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CHARLES LU INSURANCE AGENCY, INC.

EIN 20-8286133-insurance-Latest filing 2024
Plans
1
Retirement
1
$956K assets
Welfare
0
Participants
10
517 S. ATLANTIC BLVD. - MONTEREY PARK, CA 91754626-458-8777cluinsurance.comLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#001401k-$956K - 10 part

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Retirement#001

CHARLES LU INSURANCE AGENCY, INC. 401(K) SAFE HARBOR PLAN

401k

Assets$956K
Participants10
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CHARLES LU INSURANCE AGENCY, INC. 401(K) SAFE HARBOR PLAN401k$956K102024
Retirement plans
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