[ EIN: 04-2209305 | Plan No. 001 ]
Form 5500 filing classifies WOLPERT INSURANCE AGENCY, INC. 401(K) PLAN as a 401(k) plan, sponsored by WOLPERT INSURANCE AGENCY, INC.. The plan is a Small Plan with 19 participants and total assets of $2,083,415 reported for the 2024 plan year.
Plan Sponsor: WOLPERT INSURANCE AGENCY, INC.
Location: 18 JOHN STREET PLACE, WORCESTER, MA 01609
EIN: 042209305
Plan Number: 001
Plan Year: 2024
Plan Size: Small Plan
Plan Entity Type: Defined Contribution
Plan Type: 401(k)
Participants: 19
Total Assets: $2,083,415
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