WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN

[ EIN: 03-0399344 | Plan No. 001 ]

WELLINGTON STEELE AND ASSOCIATES, INC. 401(K) PLAN, sponsored by WELLINGTON STEELE AND ASSOCIATES, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 38 participants and total assets of $2,391,694 during the 2024 reporting period.

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

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Plan Sponsor: WELLINGTON STEELE AND ASSOCIATES, INC.

Location: 720 EAST AVENUE, ROCHESTER, NY 14607

EIN: 030399344

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 38

Total Assets: $2,391,694

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