EAST WIND ADVISORS 401(K) PROFIT SHARING PLAN

[ EIN: 02-0566395 | Plan No. 001 ]

Form 5500 records indicate that EAST WIND ADVISORS 401(K) PROFIT SHARING PLAN is a 401(k) plan sponsored by EAST WIND ADVISORS LLC. The plan is classified as a Small Plan with 15 participants and assets totaling $4,194,060 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

---

Plan Sponsor: EAST WIND ADVISORS LLC

Location: 810 SEVENTH AVENUE, 35TH FLOOR, NEW YORK, NY 10019

EIN: 020566395

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 15

Total Assets: $4,194,060

---