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
62
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PURSUIT WEALTH MANAGEMENT, LLC.
Plan sponsor
Name
PURSUIT WEALTH MANAGEMENT, LLC
EIN
27-1058789
Address
8311 BANDFORD WAY · SUITE 105 · RALEIGH, NC · 27615
