R.E. CHAIX & ASSOCIATES 401(K) PLAN

[ EIN: 33-0221935 | Plan No. 002 ]

The R.E. CHAIX & ASSOCIATES 401(K) PLAN plan, sponsored by R.E. CHAIX & ASSOCIATES INSURANCE BROKERS INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 61 participants and total assets of $2,812,938 for plan year 2024.

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

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Plan Sponsor: R.E. CHAIX & ASSOCIATES INSURANCE BROKERS INC.

Location: 5 CORPORATE PARK STE 240, IRVINE, CA 92606

EIN: 330221935

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 61

Total Assets: $2,812,938

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