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
87
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PELOTON WEALTH STRATEGISTS, INC..
Plan sponsor
Name
PELOTON WEALTH STRATEGISTS, INC.
EIN
35-1682166
Address
8500 KEYSTONE CROSSING BLVD · SUITE 450 · INDIANAPOLIS, IN · 46240
