How big is Stephen L. Rivetti Insurance Services, Inc.'s plan?

Stephen L. Rivetti Insurance Services, Inc.'s plan reported $3.5M in assets and 1 participants for 2024.

Original filing (PDF)20251116145340NAL0001193634001

Stephen L. Rivetti Insurance Services, Inc.

Name: Stephen L. Rivetti Insurance Services, Inc. — Form 5500 Plan 001 (2024)
Creator: Stephen L. Rivetti Insurance Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stephen L. Rivetti Insurance Services, Inc. Profit Sharing Plan and Trust

Defined-contribution retirement plan · Stephen L. Rivetti Insurance Services, Inc.'s Stephen L. Rivetti Insurance Services, Inc. Profit Sharing Plan and Trust held $3.5M in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Stephen L. Rivetti Insurance Services, Inc.'s EIN is 95-4033294.

EIN 95-4033294

Plan number 001

Plan year 2024

ACK ID 20251116145340NAL0001193634001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Stephen L. Rivetti Insurance Services, Inc.'s plan includes profit-sharing.

Decision-maker contacts

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

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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