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JAMES P. BENNETT & CO.

EIN 95-2094514-insurance-Latest filing 2025
Plans
1
Retirement
1
$3.9M assets
Welfare
0
Participants
30
2716 OCEAN PARK BLVD SUITE 1045 - SANTA MONICA, CA 90405310-450-9184LinkedIn11-50 employeesinsurance
Plans on this EIN
1 filing
#003401k-$3.9M - 30 part

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Retirement#003

JAMES P. BENNETT & CO. EMPLOYEES' 401(K) PLAN

401k

Assets$3.9M
Participants30
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
003JAMES P. BENNETT & CO. EMPLOYEES' 401(K) PLAN401k$3.9M302025
Retirement plans
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