INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC 401(K) PLAN

[ EIN: 47-2600132 | Plan No. 001 ]

Form 5500 filing classifies INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC 401(K) PLAN as a 401(k) plan, sponsored by INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC. The plan is a Small Plan with 0 participants and total assets of $0 reported for the 2020 plan year.

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

---

Plan Sponsor: INSTITUTIONAL AND FAMILY ASSET MANAGEMENT, LLC

Location: 2133 SOUTH TIMBERLINE ROAD, SUITE 1, FORT COLLINS, CO 80525

EIN: 472600132

Plan Number: 001

Plan Year: 2020

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 0

Total Assets: $0

---