THE RICHARD W. SQUERI AGENCY, INC. 401(K) PROFIT SHARING PLAN

[ EIN: 06-0851288 | Plan No. 001 ]

THE RICHARD W. SQUERI AGENCY, INC. 401(K) PROFIT SHARING PLAN, sponsored by THE RICHARD W. SQUERI AGENCY, INC., appears in Form 5500 filings as a 401(k) plan. The plan reported 4 participants and total assets of $364,255 during the 2024 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

---

Plan Sponsor: THE RICHARD W. SQUERI AGENCY, INC.

Location: 197 MONTOWESE STREET, BRANFORD, CT 06405

EIN: 060851288

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 4

Total Assets: $364,255

---