KELLIHER/SAMETS, LTD. 401(K) PROFIT SHARING PLAN

[ EIN: 03-0270393 | Plan No. 001 ]

Form 5500 records indicate that KELLIHER/SAMETS, LTD. 401(K) PROFIT SHARING PLAN is a 401(k) plan sponsored by KELLIHER/SAMETS, LTD.. The plan is classified as a Small Plan with 66 participants and assets totaling $3,138,933 for the 2024 plan year.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: KELLIHER/SAMETS, LTD.

Location: 212 BATTERY STREET, BURLINGTON, VT 05401

EIN: 030270393

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 66

Total Assets: $3,138,933

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