DUFRESNE & ASSOCIATES 401(K) PLAN

[ EIN: 03-0359962 | Plan No. 001 ]

The DUFRESNE & ASSOCIATES 401(K) PLAN plan, sponsored by DUFRESNE & ASSOCIATES, PC DBA DUFRESNE GROUP, is listed in Form 5500 data as a 401(k) plan. The filing reports 15 participants and total assets of $5,652,214 for plan year 2024.

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

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Plan Sponsor: DUFRESNE & ASSOCIATES, PC DBA DUFRESNE GROUP

Location: 56 MAIN STREET, SUITE 200, SPRINGFIELD, VT 05156

EIN: 030359962

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 15

Total Assets: $5,652,214

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