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
98
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY T. HOLMES, M.D., INC..
Plan sponsor
Name
JEFFREY T. HOLMES, M.D., INC.
EIN
01-0955243
Address
700 WEST PARR AVENUE, SUITE E · LOS GATOS, CA · 95032
Phone
(408) 412-8616
Industry
Offices of Physicians· Health Care & Social Assistancesee all
