CLEARY SHAHI & AICHER, 401(K) PLAN

[ EIN: 03-0328873 | Plan No. 003 ]

Form 5500 records indicate that CLEARY SHAHI & AICHER, 401(K) PLAN is a 401(k) plan sponsored by CLEARY SHAHI & AICHER, P.C.. The plan is classified as a Small Plan with 8 participants and assets totaling $5,471,093 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: CLEARY SHAHI & AICHER, P.C.

Location: 110 MERCHANTS ROW, SUITE 3, RUTLAND, VT 05701

EIN: 030328873

Plan Number: 003

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 8

Total Assets: $5,471,093

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