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
93
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TERRY L. JONES CPA, LLC.
Plan sponsor
Name
TERRY L. JONES CPA, LLC
EIN
06-1648068
Address
6007 LEBANON DRIVE · FALLS CHURCH, VA · 22041
Phone
(703) 671-7050
Industry
CPA Offices· Professional & Technical Servicessee all
