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
68
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BRENNAN & ROLAND, A PROFESSIONAL CORPORATION.
Plan sponsor
Name
BRENNAN & ROLAND, A PROFESSIONAL CORPORATION
EIN
26-2654888
Address
7777 FAY AVENUE, SUITE 206 · LA JOLLA, CA · 92037
Phone
(858) 454-4233
Industry
Law Offices· Professional & Technical Servicessee all
