JONES, ROACH & CARINGELLA, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 33-0156681 | Plan No. 001 ]

According to Department of Labor Form 5500 data, JONES, ROACH & CARINGELLA, INC. sponsors JONES, ROACH & CARINGELLA, INC. 401(K) PROFIT SHARING PLAN, categorized as a 401(k) plan. The filing shows 6 participants and total assets of $7,794,795 for the plan year 2024.

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

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Plan Sponsor: JONES, ROACH & CARINGELLA, INC.

Location: 10920 VIA FRONTERA, SUITE 120, SAN DIEGO, CA 92127

EIN: 330156681

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 6

Total Assets: $7,794,795

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