[ EIN: 01-0377968 | Plan No. 001 ]
Form 5500 filing classifies MEANS WEALTH MANAGEMENT 401(K) PLAN as a 401(k) plan, sponsored by MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT. The plan is a Small Plan with 24 participants and total assets of $7,698,714 reported for the 2024 plan year.
Plan Sponsor: MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT
Location: 802 STILLWATER AVENUE, BANGOR, ME 04401
EIN: 010377968
Plan Number: 001
Plan Year: 2024
Plan Size: Small Plan
Plan Entity Type: Defined Contribution
Plan Type: 401(k)
Participants: 24
Total Assets: $7,698,714
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