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
26
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHUMS CODA ASSOCIATES.
Plan sponsor
Name
SHUMS CODA ASSOCIATES
EIN
20-4574991
Address
5776 STONERIDGE MALL RD · SUITE 150 · PLEASANTON, CA · 94588
Phone
(925) 463-0651
Industry
Engineering Services· Professional & Technical Servicessee all
