Original filing (PDF)20250721150644NAL0001643857001

A.J. GAMBARDELLA ASSOCIATES, LLC

Name: A.J. GAMBARDELLA ASSOCIATES, LLC — A.J. GAMBARDELLA ASSOCIATES, LLC 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: A.J. GAMBARDELLA ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

A.J. GAMBARDELLA ASSOCIATES, LLC 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for A.J. GAMBARDELLA ASSOCIATES, LLC.

Plan sponsor

Name

A.J. GAMBARDELLA ASSOCIATES, LLC

EIN

90-0153476

Address

6580 MAIN STREET · SUITE 201 · STRATFORD, CT · 06614

Phone

(203) 377-8455

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

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Insurance Agencies & Brokerages plans

BENESERV CORPORATE BENEFIT SERVICES

BENESERV RETIREMENT SAVINGS PLAN

$2.3M · 14 participants

WILSEY & WOODRING INSURANCE SERVICES, INC.

WILSEY & WOODRING INSURANCE SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST

$2.3M · 1 participants

ROBERT E. HARRIS INS. AGENCY, INC.

ROBERT E. HARRIS INS. AGENCY, INC RETIREMENT SAVINGS PLAN

$2.3M · 26 participants

BUSHMAN INSURANCE, INC.

BUSHMAN INSURANCE, INC. 401K PLAN

$2.3M · 8 participants

M.C. DOOLITTLE GROUP, LLC