VERITY INVESTMENT PARTNERS 401(K) PLAN

[ EIN: 02-0559413 | Plan No. 001 ]

The VERITY INVESTMENT PARTNERS 401(K) PLAN plan, sponsored by VERITY & VERITY, LLC DBA VERITY INVESTMENT PARTNERS, is listed in Form 5500 data as a 401(k) plan. The filing reports 13 participants and total assets of $4,588,551 for plan year 2024.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: VERITY & VERITY, LLC DBA VERITY INVESTMENT PARTNERS

Location: PO BOX 1086, BEAUFORT, SC 29901

EIN: 020559413

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 13

Total Assets: $4,588,551

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