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
76
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE OTIUM AGENCY INC..
Plan sponsor
Name
THE OTIUM AGENCY INC.
EIN
46-3264891
Address
407 W IMPERIAL HWY STE H122 · BREA, CA · 92821
Phone
(714) 770-8207
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
