HOLDEN FINANCIAL SERVICES SAVINGS & RETIREMENT PLAN

[ EIN: 03-0362389 | Plan No. 001 ]

Form 5500 filing classifies HOLDEN FINANCIAL SERVICES SAVINGS & RETIREMENT PLAN as a 401(k) plan, sponsored by HOLDEN FINANCIAL SERVICES, INC.. The plan is a Small Plan with 18 participants and total assets of $1,515,737 reported for the 2016 plan year.

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

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Plan Sponsor: HOLDEN FINANCIAL SERVICES, INC.

Location: 94 COURT STREET, MIDDLEBURY, VT 05753

EIN: 030362389

Plan Number: 001

Plan Year: 2016

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 18

Total Assets: $1,515,737

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