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
73
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PAUL MIDDLETON INSURANCE AGENCY INC..
Plan sponsor
Name
PAUL MIDDLETON INSURANCE AGENCY INC.
EIN
77-0509333
Address
1468 S DEANA BLVD · SAN JOSE, CA · 96129
Phone
(408) 255-8061
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
