MELITA-MCDONALD INSURANCE SERVICES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
34
Accounts w/ balance
40
Plan assets (EOY)
$6.0M
Net assets (EOY)
$6.0M
Plan health score
88
/ 100
Grade A
Top-tier plan health
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
58
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MELITA-MCDONALD INSURANCE SERVICES, INC..
Plan sponsor
Name
MELITA-MCDONALD INSURANCE SERVICES, INC.
EIN
77-0421481
Address
75 E SANTA CLARA STREET, STE 1200 · SAN JOSE, CA · 95113
Phone
(408) 882-0800
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
