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
87
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SANTA CRUZ INSURANCE SERVICES, INC..
Plan sponsor
Name
SANTA CRUZ INSURANCE SERVICES, INC.
EIN
85-1449994
Address
7397 SOQUEL DRIVE · APTOS, CA · 950033853
Phone
(831) 529-1600
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
