Original filing (PDF)20250405073016NAL0020633312001

GERARD CIRAULO INS AGENCY INC

Name: GERARD CIRAULO INS AGENCY INC — GERARD CIRAULO INS AGENCY INC 401K PLAN, Form 5500 (2024)
Creator: GERARD CIRAULO INS AGENCY INC

Form 5500-SF

FILING_RECEIVED

GERARD CIRAULO INS AGENCY INC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

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 GERARD CIRAULO INS AGENCY INC.

Plan sponsor

Name

GERARD CIRAULO INS AGENCY INC

EIN

92-2634470all filings

Address

15 COMMERCE BLVD · STE 102 · SUCCASUNNA, NJ · 07876

Phone

(973) 585-6800

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

2025-04-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

TODD BELCHER INSURANCE

TODD BELCHER INSURANCE 401(K) PLAN

$2K · 2 participants

MEHTA INSURANCE AGENCY, LLC

MEHTA INSURANCE AGENCY, LLC 401(K) PLAN

$2K

REDDING INSURANCE AGENCY

REDDING INSURANCE AGENCY SOCA BENEFIT PLAN

$2K · 2 participants

SENIOR BENEFITS

SENIOR BENEFITS CBIN BENEFIT PLAN

$2K · 2 participants

THE WADE AGENCY LLC

THE WADE AGENCY LLC CBS BENEFIT PLAN

$2K · 2 participants

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