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
24
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JAMES A. GRUNDY AGENCY, INC..
Plan sponsor
Name
JAMES A. GRUNDY AGENCY, INC.
EIN
23-2367205
Address
410 HORSHAM RD. · HORSHAM, PA · 190442140
Phone
(215) 674-1856
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
