Asset Strategy Holdings, LLC

Boston, MA

Massachusetts

Registered In

06/25/2020

Incorp. Date

Company Summary

Asset Strategy Holdings, LLC at 24 Superior Dr STE 101, Natick, Ma 01760 lists Kent Fitzpatrick and Sean Whalen as associates.

Kent A Fitzpatrick Registered Agent	24 SUPERIOR DR STE 101, NATICK, MA 01760
Kent Fitzpatrick Manager
Kent Fitzpatrick REAL PROPERTY
Sean Whalen REAL PROPERTY
Rosario Salamone REAL PROPERTY
Rosario Salamone SOC SIGNATORY
Sean Whalen SOC SIGNATORY

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24 SUPERIOR DR STE 101, NATICK, MA 01760 View Map

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Form 5500

24 Superior Drive Suite 101, Natick, Ma 01760 (781) 235-4426 EIN:85-1768423 Plan Admin:Kent Fitzpatrick

Year	Plan Name	Participants BOY/EOY	Assets BOY/EOY
2023	Plan NameASSET STRATEGY RETIREMENT PLAN Plan #002 Participants BOY/EOY16 / 12 Assets BOY/EOY$733,903 / $975,709	2023	ASSET STRATEGY RETIREMENT PLAN - Plan #002	16 / 12	$733,903 / $975,709
2022	Plan NameASSET STRATEGY RETIREMENT PLAN Plan #002 Participants BOY/EOY15 / 16 Assets BOY/EOY$621,685 / $733,903	2022	ASSET STRATEGY RETIREMENT PLAN - Plan #002	15 / 16	$621,685 / $733,903
2021	Plan NameASSET STRATEGY RETIREMENT PLAN Plan #002 Participants BOY/EOY14 / 15 Assets BOY/EOY$298,031 / $621,685	2021	ASSET STRATEGY RETIREMENT PLAN - Plan #002	14 / 15	$298,031 / $621,685

Benefit & Retirement Plans based on Form 5500.

Address Match:24 Superior Dr Ste 101 Natick, MA

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Person/City Match:Kent A Fitzpatrick - Natick, MA

Asset Strategy Tax Consultants LLC Registered in Massachusetts	Natick, MA		View Report

Address Match:24 Superior Dr Natick, MA

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The following government agencies have contributed data:

Secretary of the Commonwealth of Massachusetts U.S. Department of Labor

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