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
64
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRIAN STEVENS INSURANCE AGENCY, INC..
Plan sponsor
Name
BRIAN STEVENS INSURANCE AGENCY, INC.
EIN
45-3253387
Address
21043 N. CAVE CREEK ROAD · SUITE A-12 · PHOENIX, AZ · 85024
Phone
(602) 569-6600
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
