LATTANZI INSURANCE AGENCY, INC. SAFE HARBOR 401(K)PLAN

[ EIN: 04-2660599 | Plan No. 001 ]

Form 5500 records indicate that LATTANZI INSURANCE AGENCY, INC. SAFE HARBOR 401(K)PLAN is a 401(k) plan sponsored by LATTANZI INSURANCE AGENCY, INC.. The plan is classified as a Small Plan with 7 participants and assets totaling $2,348,436 for the 2024 plan year.

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

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Plan Sponsor: LATTANZI INSURANCE AGENCY, INC.

Location: 166 WINTHROP AVENUE, REVERE, MA 02151

EIN: 042660599

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 7

Total Assets: $2,348,436

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