Original filing (PDF)20250528094905NAL0011962960001

ADAM PISANI

Name: ADAM PISANI — ADAM PISANI 401K PROFIT SHARING PLAN AND TRUST, Form 5500 (2024)
Creator: ADAM PISANI

Form 5500-SF

FILING_RECEIVED

ADAM PISANI 401K PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$946K

Net assets (EOY)

$946K

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.

Decision-maker contacts

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

Plan sponsor

Name

ADAM PISANI

EIN

85-1363155all filings

Address

15024 FM 529 ROAD · HOUSTON, TX · 77095

Phone

(281) 855-7115

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

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

2025-05-28

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

Related plans

Similar-size Insurance Agencies & Brokerages plans

CADA INSURANCE SERVICES, LLC

CADA INSURANCE SERVICES 401(K) PLAN

$946K · 14 participants

JORGE VIELLEDENT

JORGE VIELLEDENT PROFIT SHARING PLAN

$946K · 4 participants

CORE BENEFITS & INVESTMENTS, LLC

CORE BENEFITS & INVESTMENTS, LLC 401(K) PLAN

$946K · 7 participants

HIPPOCRATIC INSURANCE SERVICES

HIPPOCRATIC INSURANCE SERVICES CASH BALANCE PLAN

$945K · 7 participants

SKYE LEGACY PLANNING, LLC

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.