SOUZA, TRUE AND PARTNERS, INC. PROFIT SHARING PLAN

[ EIN: 04-2475449 | Plan No. 001 ]

Form 5500 records indicate that SOUZA, TRUE AND PARTNERS, INC. PROFIT SHARING PLAN is a Profit Sharing plan sponsored by SOUZA, TRUE AND PARTNERS, INC.. The plan is classified as a Small Plan with 14 participants and assets totaling $471,928 for the 2013 plan year.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

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Plan Sponsor: SOUZA, TRUE AND PARTNERS, INC.

Location: 265 WINTER STREET 3RD FLOOR, WALTHAM, MA 02451

EIN: 042475449

Plan Number: 001

Plan Year: 2013

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 14

Total Assets: $471,928

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