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Sponsor portfolio

CAREY JAMES & ASSOCIATES, INC.

EIN 82-0549642-Finance and Insurance-Latest filing 2024
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
5
1186 EAST GRAND AVENUE - ARROYO GRANDE, CA 93420805-473-6670
Plans on this EIN
1 filing
#001401k-$1.6M - 5 part

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Retirement#001

JAMES & ASSOCIATES 401(K) PROFIT SHARING PLAN

401k

Assets$1.6M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JAMES & ASSOCIATES 401(K) PROFIT SHARING PLAN401k$1.6M52024
Retirement plans
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