Back to filter
Original filing (PDF)20251010141808NAL0008300929001
GITLIN, CAMPISE, LLC
Form 5500-SF
FILING_RECEIVED
GITLIN, CAMPISE, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
21
Accounts w/ balance
26
Plan assets (EOY)
$3.8M
Net assets (EOY)
$3.8M
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
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GITLIN, CAMPISE, LLC.
Plan sponsor
Name
GITLIN, CAMPISE, LLC
EIN
06-0671881
Address
836 FARMINGTON AVENUE · SUITE 137 · WEST HARTFORD, CT · 06119
Phone
(860) 236-5833
Industry
CPA Offices· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
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 providersRelated plans
Similar-size CPA Offices plans
BURNHAM & SCHUMM , P.C.
BURNHAM & SCHUMM 404 K PLAN
$3.8M · 2 participants
GRACIK & GRACIK, P.C.
GRACIK & GRACIK, P.C. 401(K) PROFIT SHARING PLAN
$3.8M · 8 participants
LLI ADVISORY GROUP
LLI ADVISORY GROUP 401K PROFIT SHARING PLAN
$3.8M · 14 participants
AVIZO GROUP, INC.
AVIZO GROUP, INC. PROFIT SHARING/401(K) PLAN
$3.8M · 20 participants
COMPASS POINTE CPAS, LLP
COMPASS POINTE CPAS, LLP 401K PLAN
$3.8M · 13 participants
ROSSITTO & ASSOCIATES
ROSSITTO & ASSOCIATES DEFERRED COMPENSATION 401(K) PLAN
$3.8M · 9 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B