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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRASER FINANCIAL AND INSURANCE SERVICES,INC..
Plan sponsor
Name
FRASER FINANCIAL AND INSURANCE SERVICES,INC.
EIN
95-4735094
Address
8383 WILSHIRE BLVD., STE. 600 · BEVERLY HILLS, CA · 90211
Phone
(323) 965-6300
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
FRASER FINANCIAL AND INSURANCE SERVICES,INC.
EIN
95-4735094
City
BEVERLY HILLS, CA
Phone
(323) 965-6300
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-04-04
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
