WHITNEY & SON, INC. 401K PLAN

[ EIN: 04-2529201 | Plan No. 001 ]

Form 5500 filing classifies WHITNEY & SON, INC. 401K PLAN as a 401(k) plan, sponsored by WHITNEY & SON, INC.. The plan is a Small Plan with 33 participants and total assets of $3,398,014 reported for the 2024 plan year.

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

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Plan Sponsor: WHITNEY & SON, INC.

Location: 95 KELLY AVE., FITCHBURG, MA 01420

EIN: 042529201

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 33

Total Assets: $3,398,014

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