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
93
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LUKE ORTGESSEN INSURANCE AGENCY, INC.
Plan sponsor
Name
LUKE ORTGESSEN INSURANCE AGENCY, INC
EIN
61-1456152
Address
5125 S KIPLING · STE 207 · LITTLETON, CO · 80127
Phone
(303) 933-5333
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
