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
70
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 (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SHANA NELSON INSURANCE AGENCY INC.
Plan sponsor
Name
SHANA NELSON INSURANCE AGENCY INC
EIN
82-3112756
Address
10011 N FOOTHILL BLVD · SUITE 111 · CUPERTINO, CA · 95044
Phone
(650) 224-6307
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
