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  2. Capriotti Insurance and Financia

Filings through Oct 24, 2026.

Capriotti Insurance and Financia

EIN 82-4870635-Retail Trade-Latest filing 2025
Plans
1
Retirement
1
$67K assets
Health & Benefits
0
Participants
7
1158 PITTSBURGH RD, STE 102 - VALENCIA, PA 16059724-898-1954
Plans on this EIN
1 filing
#001401(k)-$67K - 7 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

CAPRIOTTI INSURANCE 401K

401(k)

Assets$67K
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001CAPRIOTTI INSURANCE 401K401(k)$67K72025
  • CAPRIOTTI INSURANCE 401K$67K
    #001 · 401(k) · 20257
Retirement plans
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