OpenERISA

Rohe Levy Financial And Insurance Services, INC

San Diego, CA, 92108

EIN 77-0606325
Plans
2
Total participants
23
Filing years
2024, 2023, 2022
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Rohe Levy Financial And Insurance Services, INC Retirement Plan4
2024Form 5500-SF002Rohe Levy Financial And Insurance Services, INC Cash Balance Pension Plan3
2023Form 5500-SF001Rohe Levy Financial And Insurance Services, INC Retirement Plan4
2023Form 5500-SF002Rohe Levy Financial And Insurance Services, INC Cash Balance Pension Plan4
2022Form 5500-SF001Rohe Levy Financial And Insurance Services, INC Retirement Plan4
2022Form 5500-SF002Rohe Levy Financial And Insurance Services, INC Cash Balance Pension Plan4

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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