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
43
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).
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 ALEX MORA INS AGENCY, INC..
Plan sponsor
Name
ALEX MORA INS AGENCY, INC.
EIN
84-4691750
Address
1111 E KATELLA AVE · STE 230 · ORANGE, CA · 92867
Phone
(714) 635-8000
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
