Original filing (PDF)20251015152400NAL0006598000001

VALICENTI INSURANCE SERVICES, INC.

Name: VALICENTI INSURANCE SERVICES, INC. — VALICENTI INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: VALICENTI INSURANCE SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

VALICENTI INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$511K

Net assets (EOY)

$511K

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 (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

VALICENTI INSURANCE SERVICES, INC.

EIN

46-1995180all filings

Address

400 E WATER ST · ELMIRA, NY · 149013411

Phone

(607) 215-0242

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator