RICHARD W. SHELTON INSURANCE MARKETING, INC. 401(K) PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
4
Plan assets (EOY)
$394K
Net assets (EOY)
$394K
Plan health score
89
/ 100
Grade A
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
61
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RICHARD W. SHELTON INSURANCE MARKETING, INC..
Plan sponsor
Name
RICHARD W. SHELTON INSURANCE MARKETING, INC.
EIN
03-0376795
Address
719 SAN BENITO STREET · SUITE B. · HOLLISTER, CA · 95023
Phone
(831) 637-8941
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
