ALDRICH & ELLIOT PC 401(K) PROFIT SHARING PLAN & TRUST

[ EIN: 03-0348593 | Plan No. 001 ]

Form 5500 records indicate that ALDRICH & ELLIOT PC 401(K) PROFIT SHARING PLAN & TRUST is a 401(k) plan sponsored by ALDRICH & ELLIOTT PC. The plan is classified as a Small Plan with 30 participants and assets totaling $5,171,630 for the 2023 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: ALDRICH & ELLIOTT PC

Location: 6 MARKET PLACE SUITE 2, ESSEX JUNCTION, VT 05452

EIN: 030348593

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 30

Total Assets: $5,171,630

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