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
75
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ALPEL INSURANCE AGENCY, INC..
Plan sponsor
Name
ALPEL INSURANCE AGENCY, INC.
DBA
INSURANCE SOLUTIONS
EIN
33-0243846
Address
33302 VALLE ROAD, SUITE 200 · SAN JUAN CAPISTRANO, CA · 92675
Phone
(949) 348-2004
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2022
Plan year begin
2023-01-01
Tax period
2023-08-31
Filed
2023-09-27
Pension benefit codes
1C · Cash balance or similar hybrid DB
1I · Frozen plan — no new benefit accrual
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
