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
75
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CARMEL INSURANCE AGENCY, INC..
Plan sponsor
Name
CARMEL INSURANCE AGENCY, INC.
EIN
94-1679763
Address
PO BOX 6117 · CARMEL, CA · 939216117
Phone
(831) 624-1234
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
