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  2. Carmel Mountain Insurance Serv

Filings through Oct 24, 2026.

Sponsor portfolio

Carmel Mountain Insurance Serv

EIN 33-0407964-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$188K assets
Welfare
0
Participants
2
9655 GRANITE RIDGE DR STE 200 - SAN DIEGO, CA 921232676858-484-3002
Plans on this EIN
1 filing
#001401(k)-$188K - 2 part

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Retirement#001

CARMEL MOUNTAIN INSURANCE SERV 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$188K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CARMEL MOUNTAIN INSURANCE SERV 401(K) PROFIT SHARING PLAN & TRUST401(k)$188K22025
Retirement plans
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