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
67
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 HERITAGE TAX AND INSURANCE SERVICES.
Plan sponsor
Name
HERITAGE TAX AND INSURANCE SERVICES
EIN
81-0596368
Address
2650 CAMINO DEL RIO N · 350 · SAN DIEGO, CA · 92108
