ROBINSON CALCAGNIE ROBINSON SHAPIRO DAVIS INC. 401(K) PLAN

[ EIN: 33-0191323 | Plan No. 001 ]

The ROBINSON CALCAGNIE ROBINSON SHAPIRO DAVIS INC. 401(K) PLAN plan, sponsored by ROBINSON CALCAGNIE, INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 58 participants and total assets of $14,782,453 for plan year 2023.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: ROBINSON CALCAGNIE, INC.

Location: 19 CORPORATE PLAZA DRIVE, NEWPORT BEACH, CA 92660

EIN: 330191323

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 58

Total Assets: $14,782,453

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