How big is Sam Granato Insurance Services Inc.'s plan?

Sam Granato Insurance Services Inc.'s plan reported $1.8M in assets and 4 participants for 2024.

Original filing (PDF)20250712140341NAL0004852051001

Sam Granato Insurance Services Inc.

Name: Sam Granato Insurance Services Inc. — Sam Granato, Form 5500 (2024)
Creator: Sam Granato Insurance Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sam Granato Insurance Services Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Sam Granato Insurance Services Inc.'s Sam Granato Insurance Services Inc. 401(k) Profit Sharing Plan held $1.8M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Laura Leavitt signed Sam Granato Insurance Services Inc.'s 2024 Form 5500 as plan administrator.

Laura Leavitt — 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

Sam Granato Insurance Services Inc.'s EIN is 77-0165510.

EIN 77-0165510

Plan number 001

Plan year 2024

ACK ID 20250712140341NAL0004852051001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Sam Granato Insurance Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Sam Granato Insurance Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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