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
72
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TODD FINANCIAL & INSURANCE SERVICES, INC..
Plan sponsor
Name
TODD FINANCIAL & INSURANCE SERVICES, INC.
EIN
20-0763092
Address
7676 HAZARD CENTER DR · SUITE 1050 · SAN DIEGO, CA · 92108
Phone
(858) 863-4010
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
