TARBOX FAMILY OFFICE, INC. 401(K) SAVINGS PLAN

[ EIN: 33-0787062 | Plan No. 001 ]

According to Department of Labor Form 5500 data, TARBOX FAMILY OFFICE, INC. sponsors TARBOX FAMILY OFFICE, INC. 401(K) SAVINGS PLAN, categorized as a 401(k) plan. The filing shows 11 participants and total assets of $6,954,948 for the plan year 2024.

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

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Plan Sponsor: TARBOX FAMILY OFFICE, INC.

Location: 500 NEWPORT CENTER DRIVE, SUITE 500, NEWPORT BEACH, CA 92660

EIN: 330787062

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 11

Total Assets: $6,954,948

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