SLATE FINANCIAL INVESTMENT AND INSURANCE SERVICES 401(K) PLAN
401(k) retirement plan
Active participants
4
Accounts w/ balance
6
Plan assets (EOY)
$69K
Net assets (EOY)
$69K
Plan health score
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
71
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
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 SLATE FINANCIAL INVESTMENT AND INSURANCE SERVICES.
Plan sponsor
Name
SLATE FINANCIAL INVESTMENT AND INSURANCE SERVICES
EIN
81-2663066
Address
16421 N TATUM BLVD · 203 · PHOENIX, AZ · 85032
Phone
(833) 752-8300
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
