THE PENSION SERVICE, INC. 401(K) SAVINGS & INCENTIVE PLAN

[ EIN: 06-0874395 | Plan No. 002 ]

The THE PENSION SERVICE, INC. 401(K) SAVINGS & INCENTIVE PLAN plan, sponsored by THE PENSION SERVICE, INC., is listed in Form 5500 data as a 401(k) plan. The filing reports 50 participants and total assets of $11,645,708 for plan year 2024.

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

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Plan Sponsor: THE PENSION SERVICE, INC.

Location: 127 WASHINGTON AVE., NORTH HAVEN, CT 06473

EIN: 060874395

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 50

Total Assets: $11,645,708

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