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
70
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CALIFORNIA PROBATE AND TRUST, PC.
Plan sponsor
Name
CALIFORNIA PROBATE AND TRUST, PC
EIN
46-3366887
Address
6957 DOUGLAS BLVD. · GRANITE BAY, CA · 95746
Phone
(866) 400-0058
Industry
Law Offices· Professional & Technical Servicessee all
