LYNCH, TRAUB, KEEFE & ERRANTE, P.C. RETIREMENT PLAN

[ EIN: 06-0868933 | Plan No. 001 ]

The LYNCH, TRAUB, KEEFE & ERRANTE, P.C. RETIREMENT PLAN plan, sponsored by LYNCH, TRAUB, KEEFE & ERRANTE, P.C., is listed in Form 5500 data as a Profit Sharing plan. The filing reports 40 participants and total assets of $4,370,526 for plan year 2024.

Profit Sharing plans are subject to ERISA disclosure requirements and annual reporting obligations.

---

Plan Sponsor: LYNCH, TRAUB, KEEFE & ERRANTE, P.C.

Location: 52 TRUMBULL STREET, NEW HAVEN, CT 06506

EIN: 060868933

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: Profit Sharing

Participants: 40

Total Assets: $4,370,526

---