Original filing (PDF)20251015110412NAL0005877120001

MERWIN & PAOLAZZI INSURANCE AGENCY

Name: MERWIN & PAOLAZZI INSURANCE AGENCY — MERWIN & PAOLAZZI 401(K) PLAN, Form 5500 (2024)
Creator: MERWIN & PAOLAZZI INSURANCE AGENCY

Form 5500-SF

FILING_RECEIVED

MERWIN & PAOLAZZI 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

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 (88th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MERWIN & PAOLAZZI INSURANCE AGENCY

EIN

20-3380131

Address

P.O. BOX 386 · LYNDHURST, NJ · 07071

Phone

(201) 460-8400

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator