LOTFEY DENNETT INSURANCE BROKERS 401(K) PLAN

[ EIN: 47-2611191 | Plan No. 002 ]

LOTFEY DENNETT INSURANCE BROKERS 401(K) PLAN, sponsored by LOTFEY DENNETT & CO., LLC, appears in Form 5500 filings as a 401(k) plan. The plan reported 12 participants and total assets of $520,105 during the 2024 reporting period.

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

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Plan Sponsor: LOTFEY DENNETT & CO., LLC

Location: 500 WASHINGTON AVENUE, 3RD FLOOR, PORTLAND, ME 04103

EIN: 472611191

Plan Number: 002

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 12

Total Assets: $520,105

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