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
55
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SIMON EQUITY PARTNERS, LLC.
Plan sponsor
Name
SIMON EQUITY PARTNERS, LLC
EIN
20-5663352
Address
801 LARKSPUR LANDING CIRCLE · LARKSPUR, CA · 94939
