LAW OFFICES OF TRAVIS H. WHITFIELD 401(K) PLAN & TRUST
401(k) retirement plan
Active participants
7
Accounts w/ balance
12
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score
Top-tier plan health
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
78
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 (89th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICES OF TRAVIS H. WHITFIELD.
Plan sponsor
Name
LAW OFFICES OF TRAVIS H. WHITFIELD
EIN
30-0444903
Address
2055 JUNCTION AVENUE, UNIT 138 · SAN JOSE, CA · 95131
Phone
(408) 879-9039
Industry
Law Offices· Professional & Technical Servicessee all
