RISE...FOR BABY AND FAMILY TAX DEFERRED ANNUITY PLAN
403(b) retirement plan
Signals · 1
Late filing · 24.0 mo
Active participants
20
Accounts w/ balance
35
Plan assets (EOY)
$433K
Net assets (EOY)
$433K
Plan health score
77
/ 100
Grade B
Above-average plan
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
75
Total plan cost
n/a
Plan health
64
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for RISE...FOR BABY AND FAMILY.
