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
75
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SHELBY FINANCIAL CORPORATION.
Plan sponsor
Name
SHELBY FINANCIAL CORPORATION
EIN
27-0948614
Address
600 EAGLEVIEW BLVD., · SUITE 300 · EXTON, PA · 19341
