CARLETON-WILLARD HOMES, INC. RETIREMENT PLAN

[ EIN: 04-2105844 | Plan No. 001 ]

Form 5500 filing classifies CARLETON-WILLARD HOMES, INC. RETIREMENT PLAN as a 401(k) plan, sponsored by CARLETON-WILLARD HOMES, INC.. The plan is a Large Plan with 331 participants and total assets of $17,861,615 reported for the 2023 plan year.

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

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Plan Sponsor: CARLETON-WILLARD HOMES, INC.

Location: 100 OLD BILLERICA ROAD, BEDFORD, MA 01730

EIN: 042105844

Plan Number: 001

Plan Year: 2023

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 331

Total Assets: $17,861,615

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