DAVID WENDELL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 01-0379030 | Plan No. 002 ]

Form 5500 filing classifies DAVID WENDELL ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST as a 401(k) plan, sponsored by DAVID WENDELL ASSOCIATES, INC.. The plan is a Small Plan with 7 participants and total assets of $2,926,481 reported for the 2024 plan year.


Plan Sponsor: DAVID WENDELL ASSOCIATES, INC.

Location: 1 NEW HAMPSHIRE AVE STE 300, PORTSMOUTH, NH 03801

EIN: 010379030

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $2,926,481


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