Filings through Oct 24, 2026.

Jules & Associates, Inc.

EIN 95-4360586financial servicesLatest filing 2025

Plans

Retirement

$11.6M assets

Health & Benefits

Participants

515 SOUTH FIGEROA STREET,, SUITE 1900 - LOS ANGELES, CA 90071213-362-5622julesandassociates.comLinkedIn11-50 employeesfinancial services

Plans on this EIN

1 filing

#001401(k)-$11.6M - 46 part

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Retirement#001

JULES & ASSOCIATES INC. 401(K) PLAN

401(k)

Assets$11.6M

Participants46

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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers

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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans

1 plan on this EIN

Plan	Name	Type	Assets	Participants	Latest year
#001	JULES & ASSOCIATES INC. 401(K) PLAN	401(k)	$11.6M	46	2025

JULES & ASSOCIATES INC. 401(K) PLAN$11.6M
#001 · 401(k) · 202546