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
75
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARL, AMBER, BRIAN, ISAIAH AND ASSOCIATES.
Plan sponsor
Name
CARL, AMBER, BRIAN, ISAIAH AND ASSOCIATES
DBA
CBAI & ASSOCIATES
EIN
20-5680040
Address
100 RIVERSIDE PKWY. · SUITE 205 · FREDERICKSBURG, VA · 22406
