How big is Castellani Insurance Group, Inc.'s plan?

Castellani Insurance Group, Inc.'s plan reported $1.2M in assets and 8 participants for 2024.

Original filing (PDF)20250808072405NAL0004199073001

Castellani Insurance Group, Inc.

Name: Castellani Insurance Group, Inc. — Castellani, Form 5500 (2024)
Creator: Castellani Insurance Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Castellani Insurance Group, Inc. 401(k) Plan

401(k) retirement plan · Castellani Insurance Group, Inc.'s Castellani Insurance Group, Inc. 401(k) Plan held $1.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Castellani Insurance Group, Inc.'s EIN is 01-0812620.

EIN 01-0812620

Plan number 001

Plan year 2024

ACK ID 20250808072405NAL0004199073001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Castellani Insurance Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Castellani Insurance Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CASTELLANI INSURANCE GROUP, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score