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
48
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRUSTED AMERICAN INSURANCE AGENCY.
Plan sponsor
Name
TRUSTED AMERICAN INSURANCE AGENCY
EIN
90-1079906
Address
201 CREEKSIDE RIDGE CT · SUITE 200 · ROSEVILLE, CA · 95678
Phone
(347) 924-0663
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
