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
77
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 (86th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KELLY, SOUZA, PARMENTER, P.C..
Plan sponsor
Name
KELLY, SOUZA, PARMENTER, P.C.
EIN
26-0397186
Address
128 DORRANCE STREET, SUITE 300 · PROVIDENCE, RI · 02903
Phone
(401) 490-7334
Industry
Law Offices· Professional & Technical Servicessee all
