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
83
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LERMAN, SWEENEY & COMPANY, LLP.
Plan sponsor
Name
LERMAN, SWEENEY & COMPANY, LLP
EIN
36-2169848
Address
450 SKOKIE BLVD · SUITE 507 · NORTHBROOK, IL · 60062
Phone
(847) 966-6696
Industry
CPA Offices· Professional & Technical Servicessee all
