DALY AND COMPANY, INC. RETIREMENT PLAN

[ EIN: 04-2478339 | Plan No. 001 ]

Form 5500 records indicate that DALY AND COMPANY, INC. RETIREMENT PLAN is a 401(k) plan sponsored by DALY AND COMPANY, INC.. The plan is classified as a Small Plan with 9 participants and assets totaling $805,167 for the 2024 plan year.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: DALY AND COMPANY, INC.

Location: 184 HIGH STREET, BOSTON, MA 02110

EIN: 042478339

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 9

Total Assets: $805,167

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