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
68
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIORITY FINANCIAL & INSURANCE S.
Plan sponsor
Name
PRIORITY FINANCIAL & INSURANCE S
EIN
32-0336287
Address
14000 N. PIMA RD. · SUITE 230 · SCOTTSDALE, AZ · 85260
Phone
(805) 746-0998
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
