Original filing (PDF)20250409085106NAL0038849714001

DAVID GERVASI INSURANCE AGENCY

Name: DAVID GERVASI INSURANCE AGENCY — DAVID GERVASI INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: DAVID GERVASI INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

DAVID GERVASI INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$875K

Net assets (EOY)

$875K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

DAVID GERVASI INSURANCE AGENCY

EIN

20-0279523all filings

Address

7818 BIG SKY DR STE 119 · MADISON, WI · 537194983

Phone

(608) 827-6994

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