ROYER FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN

[ EIN: 03-0332178 | Plan No. 002 ]

According to Department of Labor Form 5500 data, ROYER FINANCIAL SERVICES, INC. sponsors ROYER FINANCIAL SERVICES, INC. CASH BALANCE PENSION PLAN, categorized as a Defined Benefit plan. The filing shows 3 participants and total assets of $302,960 for the plan year 2023.

Defined Benefit plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: ROYER FINANCIAL SERVICES, INC.

Location: 578 E. MAIN STREET, NEWPORT, VT 05855

EIN: 030332178

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Benefit

Plan Type: Defined Benefit

Participants: 3

Total Assets: $302,960

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