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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAKE TAHOE WEALTH MANAGEMENT, INC..
Plan sponsor
Name
LAKE TAHOE WEALTH MANAGEMENT, INC.
EIN
37-1801101
Address
101 PARKSHORE DRIVE, SUITE 100 · FOLSOM, CA · 95630
