MARCUS, CLEGG ,BALS & ROSENTHAL, P.A. 401(K) PROFIT SHARING PLAN

[ EIN: 01-0504959 | Plan No. 001 ]

Form 5500 filing classifies MARCUS, CLEGG ,BALS & ROSENTHAL, P.A. 401(K) PROFIT SHARING PLAN as a 401(k) plan, sponsored by MARCUS, CLEGG, BALS & ROSENTHAL P.A.. The plan is a Small Plan with 16 participants and total assets of $7,685,418 reported for the 2024 plan year.

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Plan Sponsor: MARCUS, CLEGG, BALS & ROSENTHAL P.A.

Location: 16 MIDDLE STREET, PORTLAND, ME 04101

EIN: 010504959

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 16

Total Assets: $7,685,418

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