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DAVID GERVASI INSURANCE AGENCY

EIN 20-0279523-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
2
7818 BIG SKY DR STE 119 - MADISON, WI 537194983608-827-6994
Plans on this EIN
1 filing
#001401k-$1.1M - 2 part

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Retirement#001

DAVID GERVASI INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.1M
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001DAVID GERVASI INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST401k$1.1M22025
Retirement plans
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