NEW ENGLAND RESEARCH & MANAGEMENT INC. RETIREMENT SAVINGS PLAN

[ EIN: 04-2650557 | Plan No. 002 ]

NEW ENGLAND RESEARCH & MANAGEMENT INC. RETIREMENT SAVINGS PLAN is reported on Form 5500 as a 401(k) plan sponsored by NEW ENGLAND RESEARCH & MANAGEMENT, INC.. For the 2023 plan year, the plan had 4 participants and total assets of $2,246,050.

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

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Plan Sponsor: NEW ENGLAND RESEARCH & MANAGEMENT, INC.

Location: 53 W. JACKSON BLVD., CHICAGO, IL 60604

EIN: 042650557

Plan Number: 002

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 4

Total Assets: $2,246,050

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