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
58
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 ROGER WILLIAMS INSURANCE AGENCY, INC.
Plan sponsor
Name
ROGER WILLIAMS INSURANCE AGENCY, INC
EIN
85-1672224
Address
3928 DIX HWY · LINCOLN PARK, MI · 48146
Phone
(313) 768-1223
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
COLLABORATIVE OFFICE SERVICES, LLC
EIN
84-3755476
City
RENO, NV
Phone
(203) 622-2000
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-08-22
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2H · Partial participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
