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
47
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LORD, FORD, & WORTH, LLC, DBA AN.
Plan sponsor
Name
LORD, FORD, & WORTH, LLC, DBA AN
EIN
26-0290572
Address
701 S ROSEMARY AVE · STE 200 · WEST PALM BEACH, FL · 33401