Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC.
EIN 04-3353424insuranceLatest filing 2025
Plans
2
Retirement
2
$6.7M assets
Welfare
0
Participants
36
80 WASHINGTON STREET. BLDG. G - NORWELL, MA 02061781-740-4417petrocelliadjusters.comLinkedIn11-50 employeesinsurance
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.7M assets / 36 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. 401(K) PLAN
401k
Assets$5.1M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN
CashBalance
Assets$1.5M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. 401(K) PLAN | 401k | $5.1M | 20 | 2025 | |
| 002 | PETROCELLI PUBLIC INSURANCE ADJUSTERS, INC. CASH BALANCE PLAN | CashBalance | $1.5M | 16 | 2025 |
Retirement plans