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
64
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERTHEL FISHER & COMPANY, INC..
Plan sponsor
Name
BERTHEL FISHER & COMPANY, INC.
EIN
42-1254805
Address
4201 42ND ST. NE STE. 100 · CEDAR RAPIDS, IA · 52410
