Original filing (PDF)20250421094653NAL0004352192001

WILLIAM PITT INSURANCE SERVICE

Name: WILLIAM PITT INSURANCE SERVICE — WILLIAM PITT INSURANCE SERVICE 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: WILLIAM PITT INSURANCE SERVICE

Form 5500-SF

FILING_RECEIVED

WILLIAM PITT INSURANCE SERVICE 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM PITT INSURANCE SERVICE.

Plan sponsor

Name

WILLIAM PITT INSURANCE SERVICE

EIN

06-1203032

Address

60 LONG RIDGE RD STE 403 · STAMFORD, CT · 069021842

Phone

(203) 425-2030

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee 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

2025-04-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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