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
85
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 PACKARD FINANCIAL & INSURANCE SERVICES.
Plan sponsor
Name
PACKARD FINANCIAL & INSURANCE SERVICES
EIN
20-8650942
Address
1161 HIGH STREET · AUBURN, CA · 95603
Phone
(530) 885-8665
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
