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
66
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VESTMENT FINANCIAL LLC.
Plan sponsor
Name
VESTMENT FINANCIAL LLC
EIN
26-4042200
Address
7935 STONE CREEK DRIVE · SUITE 120 · CHANHASSEN, MN · 55317
