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  2. Ray Financial & Insurance Services, Inc.

Filings through Oct 24, 2026.

Ray Financial & Insurance Services, Inc.

EIN 41-2075962-insurance-Latest filing 2025
Plans
1
Retirement
1
$571K assets
Health & Benefits
0
Participants
3
4000 W MAGNOLIA BLVD., SUITE J - BURBANK, CA 91505818-559-5300rayfinancial.bizLinkedIn1-10 employeesinsurance
Plans on this EIN
1 filing
#001401(k)-$571K - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

RAY FINANCIAL & INSURANCE SERVICES INC 401(K) PROFIT SHARING PLAN AND TRUST

401(k)

Assets$571K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001RAY FINANCIAL & INSURANCE SERVICES INC 401(K) PROFIT SHARING PLAN AND TRUST401(k)$571K32025
  • RAY FINANCIAL & INSURANCE SERVICES INC 401(K) PROFIT SHARING PLAN AND TRUST$571K
    #001 · 401(k) · 20253
Retirement plans
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