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  2. Cary Runnells Insurance and Financial Services, Inc.

Filings through Oct 24, 2026.

Cary Runnells Insurance and Financial Services, Inc.

EIN 84-3726965-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$506K assets
Health & Benefits
0
Participants
9
100 E THOUSAND OAKS BLVD, STE 144 - THOUSAND OAKS, CA 91360805-496-1951
Plans on this EIN
1 filing
#001401(k)-$506K - 9 part

Plan summaries

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

Retirement#001

RUNNELLS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN

401(k)

Assets$506K
Participants9
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
#001RUNNELLS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN401(k)$506K92025
  • RUNNELLS INSURANCE AND FINANCIAL SERVICES 401(K) PLAN$506K
    #001 · 401(k) · 20259
Retirement plans
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