BROADLAKE FINANCIAL MANAGEMENT 401(K) RETIREMENT PLAN

[ EIN: 03-0320553 | Plan No. 001 ]

Form 5500 records indicate that BROADLAKE FINANCIAL MANAGEMENT 401(K) RETIREMENT PLAN is a 401(k) plan sponsored by ELEY FINANCIAL MANAGEMENT, INC. DBA BROADLAKE FINANCIAL MGMT. The plan is classified as a Small Plan with 4 participants and assets totaling $3,490,594 for the 2024 plan year.

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

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Plan Sponsor: ELEY FINANCIAL MANAGEMENT, INC. DBA BROADLAKE FINANCIAL MGMT

Location: 99 SWIFT STREET, SUITE 305, SOUTH BURLINGTON, VT 05403

EIN: 030320553

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 4

Total Assets: $3,490,594

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