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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ED MARTELL & ASSOCIATES, A SOLE PROPRIETORSHIP.
Plan sponsor
Name
ED MARTELL & ASSOCIATES, A SOLE PROPRIETORSHIP
EIN
33-0668686
Address
9550 WARNER AVE., SUITE 336 · FOUNTAIN VALLEY, CA · 92708
