CARUSO INSURANCE SERVICES, INC. 401(K) PLAN

[ EIN: 95-4865672 | Plan No. 001 ]

Form 5500 records indicate that CARUSO INSURANCE SERVICES, INC. 401(K) PLAN is a 401(k) plan sponsored by CARUSO INSURANCE SERVICES, INC.. The plan is classified as a Small Plan with 10 participants and assets totaling $1,006,657 for the 2024 plan year.

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

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Plan Sponsor: CARUSO INSURANCE SERVICES, INC.

Location: 650 E. PARKRIDGE AVE SUITE 105, CORONA, CA 92879

EIN: 954865672

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 10

Total Assets: $1,006,657

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