SINGER & LUSARDI 401(K) SAVINGS RETIREMENT PLAN

[ EIN: 04-2138493 | Plan No. 001 ]

According to Department of Labor Form 5500 data, SINGER & LUSARDI sponsors SINGER & LUSARDI 401(K) SAVINGS RETIREMENT PLAN, categorized as a 401(k) plan. The filing shows 7 participants and total assets of $3,204,065 for the plan year 2024.

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

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Plan Sponsor: SINGER & LUSARDI

Location: 370 MAIN STREET, WORCESTER, MA 01608

EIN: 042138493

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $3,204,065

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