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
72
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for GENE MORGAN INSURANCE AGENCY.
Plan sponsor
Name
GENE MORGAN INSURANCE AGENCY
EIN
38-4063676
Address
2020 4TH STREET · LIVERMORE, CA · 94550
Phone
(925) 447-2565
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
