CHARLES ABBOTT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0053899 | Plan No. 001 ]

According to Department of Labor Form 5500 data, CHARLES ABBOTT ASSOCIATES, INC. sponsors CHARLES ABBOTT ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN, categorized as a 401(k) plan. The filing shows 269 participants and total assets of $25,796,708 for the plan year 2024.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: CHARLES ABBOTT ASSOCIATES, INC.

Location: 27201 PUERTA REAL, MISSION VIEJO, CA 92691

EIN: 330053899

Plan Number: 001

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 269

Total Assets: $25,796,708

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