WESTON ASSOCIATES MANAGEMENT CO. INC. 401(K) PROFIT SHARING PLAN

[ EIN: 04-2577565 | Plan No. 001 ]

WESTON ASSOCIATES MANAGEMENT CO. INC. 401(K) PROFIT SHARING PLAN, sponsored by WESTON ASSOCIATES MANAGEMENT CO., appears in Form 5500 filings as a 401(k) plan. The plan reported 113 participants and total assets of $5,741,033 during the 2024 reporting period.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

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Plan Sponsor: WESTON ASSOCIATES MANAGEMENT CO.

Location: 170 NEWBURY STREET, BOSTON, MA 02116

EIN: 042577565

Plan Number: 001

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 113

Total Assets: $5,741,033

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