SHERIN AND LODGEN TAX DEFERRED SAVINGS PLAN AND TRUST

[ EIN: 04-2023901 | Plan No. 002 ]

SHERIN AND LODGEN TAX DEFERRED SAVINGS PLAN AND TRUST is reported on Form 5500 as a 401(k) plan sponsored by SHERIN AND LODGEN LLP. For the 2024 plan year, the plan had 97 participants and total assets of $21,228,945.

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

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Plan Sponsor: SHERIN AND LODGEN LLP

Location: ONE LINCOLN STREET, 14TH FL, BOSTON, MA 02111

EIN: 042023901

Plan Number: 002

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 97

Total Assets: $21,228,945

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