THE FORTUNA & CARTELLI, P.C. 401(K) PROFIT SHARING PLAN AND TRUST

[ EIN: 06-0887135 | Plan No. 003 ]

Form 5500 filing classifies THE FORTUNA & CARTELLI, P.C. 401(K) PROFIT SHARING PLAN AND TRUST as a 401(k) plan, sponsored by FORTUNA & CARTELLI, P.C.. The plan is a Small Plan with 4 participants and total assets of $2,351,194 reported for the 2024 plan year.

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

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Plan Sponsor: FORTUNA & CARTELLI, P.C.

Location: 134 WASHINGTON STREET, MIDDLETOWN, CT 06457

EIN: 060887135

Plan Number: 003

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 4

Total Assets: $2,351,194

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