SOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN

[ EIN: 04-2475449 | Plan No. 002 ]

The SOUZA, TRUE AND PARTNERS, INC. 401(K) PLAN plan, sponsored by SOUZA, TRUE AND PARTNERS, INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 22 participants and total assets of $4,531,133 for plan year 2024.

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

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Plan Sponsor: SOUZA, TRUE AND PARTNERS, INC.

Location: 1 CRANBERRY HL STE 301, LEXINGTON, MA 02421

EIN: 042475449

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 22

Total Assets: $4,531,133

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