How big is William PITT Insurance Service's plan?

William PITT Insurance Service's plan reported $1.4M in assets and 11 participants for 2024.

Original filing (PDF)20250421094653NAL0004352192001

William PITT Insurance Service

Name: William PITT Insurance Service — William PITT, Form 5500 (2024)
Creator: William PITT Insurance Service
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William PITT Insurance Service 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · William PITT Insurance Service's William PITT Insurance Service 401(k) Profit Sharing Plan & Trust held $1.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

F Jeffrey Cashman signed William PITT Insurance Service's 2024 Form 5500 as plan administrator.

F Jeffrey Cashman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

William PITT Insurance Service's EIN is 06-1203032.

EIN 06-1203032

Plan number 001

Plan year 2024

ACK ID 20250421094653NAL0004352192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for William PITT Insurance Service from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

William PITT Insurance Service'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 WILLIAM PITT INSURANCE SERVICE.

Finding similar companies…

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

Knocking points off