RAYMOND FOX & ASSOCIATES 401(K) PROFIT SHARING PLAN

[ EIN: 33-0066501 | Plan No. 002 ]

RAYMOND FOX & ASSOCIATES 401(K) PROFIT SHARING PLAN is reported on Form 5500 as a 401(k) plan sponsored by RAYMOND FOX & ASSOCIATES. For the 2024 plan year, the plan had 12 participants and total assets of $853,698.

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

---

Plan Sponsor: RAYMOND FOX & ASSOCIATES

Location: 1660 HOTEL CIRCLE NORTH, SAN DIEGO, CA 92108

EIN: 330066501

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 12

Total Assets: $853,698

---