KITTELL, BRANAGAN & SARGENT 401(K) SAFE HARBOR PLAN

[ EIN: 03-0302296 | Plan No. 001 ]

Form 5500 records indicate that KITTELL, BRANAGAN & SARGENT 401(K) SAFE HARBOR PLAN is a 401(k) plan sponsored by KITTELL, BRANAGAN & SARGENT, LTD.. The plan is classified as a Small Plan with 32 participants and assets totaling $13,702,345 for the 2024 plan year.

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

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Plan Sponsor: KITTELL, BRANAGAN & SARGENT, LTD.

Location: 154 N MAIN STREET, ST. ALBANS, VT 05478

EIN: 030302296

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 32

Total Assets: $13,702,345

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