· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. — PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250623153907NAL0006070993001
PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC.
Form 5500-SF
FILING_RECEIVED
PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
11
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC.
.
Find decision makers
Plan sponsor
Name
PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC.
EIN
04-3353424
Address
80 WASHINGTON STREET, BUILDING G · NORWELL, MA · 02061
Phone
(781) 740-4417
Industry
Insurance Agencies & Brokerages
· Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-23
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Insurance Agencies & Brokerages plans
CRANDALL & ASSOCIATES, INC.
CRANDALL & ASSOCIATES, INC. 401(K) PLAN
$1.1M · 10 participants
CHRISTENSON AGENCY
CHRISTENSON AGENCY 401(K) PROFIT SHARING PLAN
$1.1M · 4 participants
IAN RUBIN INSURANCE AGENCY INC.
IAN RUBIN INSURANCE AGENCY INC. 401(K) PROFIT SHARING PLAN
$1.1M · 9 participants
BURKE, POWERS & HARTY, INC.
BURKE, POWERS & HARTY, INC. SAFE HARBOR 401K
$1.1M · 9 participants
RESSLER INSURANCE & FINANCIAL SERVICES, INC.
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
RESSLER INSURANCE & FINANCIAL SERVICES INC. 401(K) PLAN
$1.1M · 3 participants
JOSEPH T. SNYDER & ASSOCIATES, LTD. DBA SNYDER INSURANCE
JOSEPH T. SNYDER & ASSOCIATES, LTD. 401(K) AND PROFIT SHARING PLAN
$1.1M · 25 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B
