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
34
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM PENN MANAGEMENT COMPANY.
Plan sponsor
Name
WILLIAM PENN MANAGEMENT COMPANY
EIN
23-2816584
Address
P.O BOX 6 RTE 202 AND · SUMNEYTOWN PIKE · GWYNEDD, PA · 19436
