SEAN TRACEY ASSOCIATES 401(K) PLAN

[ EIN: 02-0404048 | Plan No. 001 ]

Form 5500 filing classifies SEAN TRACEY ASSOCIATES 401(K) PLAN as a 401(k) plan, sponsored by SEAN TRACEY ASSOCIATES. The plan is a Small Plan with 8 participants and total assets of $2,474,890 reported for the 2024 plan year.

---

Plan Sponsor: SEAN TRACEY ASSOCIATES

Location: 401 STATE STREET, SUITE 3, PORTSMOUTH, NH 03801

EIN: 020404048

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 8

Total Assets: $2,474,890

---