KATTAN-FERRETTI INSURANCE AGENCY, INC. PROFIT SHARING PLAN
401(k) retirement plan
Active participants
17
Accounts w/ balance
23
Plan assets (EOY)
$2.5M
Net assets (EOY)
$2.5M
Plan health score
89
/ 100
Grade A
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
60
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KATTAN INSURANCE AGENCY, INC..
Plan sponsor
Name
KATTAN INSURANCE AGENCY, INC.
EIN
25-1194735
Address
211 WELDON STREET · LATROBE, PA · 156501870
Phone
(724) 539-2575
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
