SHATZ, SCHWARTZ AND FENTIN, P.C. 401(K) PROFIT SHARING PLAN

[ EIN: 04-2485418 | Plan No. 001 ]

The SHATZ, SCHWARTZ AND FENTIN, P.C. 401(K) PROFIT SHARING PLAN plan, sponsored by SHATZ,SCHWARTZ AND FENTIN, P.C., is listed in Form 5500 data as a 401(k) plan. The filing reports 33 participants and total assets of $15,702,017 for plan year 2023.

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

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Plan Sponsor: SHATZ,SCHWARTZ AND FENTIN, P.C.

Location: 1441 MAIN STREET, SUITE 1100, SPRINGFIELD, MA 01103

EIN: 042485418

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 33

Total Assets: $15,702,017

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