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
67
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 KELLY SOPAK INSURANCE AGCY, INC.
Plan sponsor
Name
KELLY SOPAK INSURANCE AGCY, INC
EIN
87-2426100
Address
1 NORTHWOOD DRIVE STE 1 · ORINDA, CA · 94563
Phone
(925) 726-4444
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
