Original filing (PDF)20250611091153NAL0025777424001

STEVEN P. VITIELLO INSURANCE AGENCY, INC.

Name: STEVEN P. VITIELLO INSURANCE AGENCY, INC. — STEVEN P VITIELLO INSURANCE AGENCY401K PSP, Form 5500 (2024)
Creator: STEVEN P. VITIELLO INSURANCE AGENCY, INC.

Form 5500-SF

FILING_RECEIVED

STEVEN P VITIELLO INSURANCE AGENCY401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$557K

Net assets (EOY)

$557K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

STEVEN P. VITIELLO INSURANCE AGENCY, INC.

EIN

56-2303576all filings

Address

22 LIBERTY SQUARE · STONY POINT, NY · 10980

Phone

(845) 429-4500

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator