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
67
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOLPERT INSURANCE AGENCY, INC..
Plan sponsor
Name
WOLPERT INSURANCE AGENCY, INC.
EIN
04-2209305
Address
18 JOHN STREET PLACE · WORCESTER, MA · 01609
Phone
(508) 459-4709
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
