HOLT AND BUGBEE COMPANY RETIREMENT SAVINGS PLAN

[ EIN: 04-1448200 | Plan No. 001 ]

HOLT AND BUGBEE COMPANY RETIREMENT SAVINGS PLAN is reported on Form 5500 as a 401(k) plan sponsored by HOLT AND BUGBEE COMPANY. For the 2023 plan year, the plan had 208 participants and total assets of $14,423,362.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

---

Plan Sponsor: HOLT AND BUGBEE COMPANY

Location: 1600 SHAWSHEEN ST., TEWKSBURY, MA 01876

EIN: 041448200

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 208

Total Assets: $14,423,362

---