CHASE, LEAVITT & CO, INC. RETIREMENT PLAN

[ EIN: 01-0043950 | Plan No. 001 ]

Form 5500 filing classifies CHASE, LEAVITT & CO, INC. RETIREMENT PLAN as a 401(k) plan, sponsored by CHASE, LEAVITT & CO, INC.. The plan is a Small Plan with 15 participants and total assets of $1,917,700 reported for the 2024 plan year.


Plan Sponsor: CHASE, LEAVITT & CO, INC.

Location: PO BOX 589, PORTLAND, ME 04112

EIN: 010043950

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 15

Total Assets: $1,917,700


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