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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOTELEAF, INC. DBA INSIGHT DATA SCIENCE.
Plan sponsor
Name
NOTELEAF, INC. DBA INSIGHT DATA SCIENCE
EIN
27-4257773
Address
260 SHERIDAN AVE., SUITE 310 · PALO ALTO, CA · 94306
Phone
(215) 432-4220
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Name
FORUSALL, INC.
EIN
46-1803145
City
SAN CARLOS, CA
Phone
(844) 401-2253
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2025-01-01
Tax period
2025-03-21
Filed
2025-06-02
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
2S · Automatic enrollment
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
