· 2022–2024 · DOL EFAST2

CW Morettti Insurance Agency Inc. — CW Moretti, Form 5500 (2024)

Original filing (PDF)20250719130513NAL0002927505001

CW Morettti Insurance Agency Inc.

Form 5500-SF

FILING_RECEIVED

CW Moretti 401(k) Plan

401(k) retirement plan · CW Morettti Insurance Agency Inc.'s CW Moretti 401(k) Plan held $147K in plan assets for 9 participants in 2024.

Active participants

9

Accounts w/ balance

10

Plan assets (EOY)

$147K

Net assets (EOY)

$147K

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

66

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

CW MORETTTI INSURANCE AGENCY INC

EIN

Address

22218 UNION TURNPIKE · OAKLAND GARDENS, NY · 11364

Phone

(631) 484-4564

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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