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
85
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 (100th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KATHRYN A. SWAN, D.D.S., M.S., P.C..
Plan sponsor
Name
KATHRYN A. SWAN, D.D.S., M.S., P.C.
DBA
DBA SWAN ORTHODONTICS
EIN
26-3196861
Address
1723 68TH ST. SE SUITE #1 · CALEDONIA, MI · 49316
Phone
(616) 698-2323
Industry
Offices of Dentists· Health Care & Social Assistancesee all