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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GUPTA INSURANCE AND FINANCIAL SERVICES.
Plan sponsor
Name
GUPTA INSURANCE AND FINANCIAL SERVICES
EIN
20-4607684
Address
11145 TAMPA AVE. · SUITE 24B · NORTHRIDGE, CA · 91326
Phone
(818) 992-6000
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
