How big is Ciampi Financial Services' plan?

Ciampi Financial Services' plan reported $2.1M in assets and 6 participants for 2024.

Original filing (PDF)20250617071636NAL0000818643001

Ciampi Financial Services

Name: Ciampi Financial Services — Ciampi Financial, Form 5500 (2024)
Creator: Ciampi Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ciampi Financial Services 401(k) Plan

401(k) retirement plan · Ciampi Financial Services' Ciampi Financial Services 401(k) Plan held $2.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Heather Lantagne for TRPC signed Ciampi Financial Services' 2024 Form 5500 as plan administrator.

Heather Lantagne for TRPC — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ciampi Financial Services' EIN is 47-2746275.

EIN 47-2746275

Plan number 001

Plan year 2024

ACK ID 20250617071636NAL0000818643001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ciampi Financial Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ciampi Financial Services' plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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