ION FINANCIAL, MHC 401K PLAN

[ EIN: 57-1223365 | Plan No. 002 ]

ION FINANCIAL, MHC 401K PLAN is reported on Form 5500 as a 401(k) plan sponsored by ION FINANCIAL, MHC. For the 2024 plan year, the plan had 493 participants and total assets of $50,793,808.

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

---

Plan Sponsor: ION FINANCIAL, MHC

Location: 251 CHURCH STREET PO BOX 370, NAUGATUCK, CT 06770

EIN: 571223365

Plan Number: 002

Plan Year: 2024

Plan Size: Large Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 493

Total Assets: $50,793,808

---