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
71
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WOLPERT & ASSOCIATES, INC..
Plan sponsor
Name
WOLPERT & ASSOCIATES, INC.
EIN
05-0490512
Address
235 PROMENADE STREET, SUITE 475 · PROVIDENCE, RI · 02908
