SPEAR & ASSOCIATES INC. 401(K) RETIREMENT SAVINGS PLAN

[ EIN: 33-0708941 | Plan No. 001 ]

According to Department of Labor Form 5500 data, SPEAR & ASSOCIATES INC. sponsors SPEAR & ASSOCIATES INC. 401(K) RETIREMENT SAVINGS PLAN, categorized as a 401(k) plan. The filing shows 11 participants and total assets of $720,103 for the plan year 2024.

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

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Plan Sponsor: SPEAR & ASSOCIATES INC.

Location: 475 PRODUCTION ST, SAN MARCOS, CA 92078

EIN: 330708941

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 11

Total Assets: $720,103

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