OLDER & LUNDY 401(K) PLAN

[ EIN: 02-0659717 | Plan No. 001 ]

According to Department of Labor Form 5500 data, OLDER & LUNDY, LLC sponsors OLDER & LUNDY 401(K) PLAN, categorized as a 401(k) plan. The filing shows 72 participants and total assets of $5,574,040 for the plan year 2023.

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

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Plan Sponsor: OLDER & LUNDY, LLC

Location: 1000 WEST CASS STREET, TAMPA, FL 33606

EIN: 020659717

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 72

Total Assets: $5,574,040

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