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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BERGEN FINANCIAL GROUP.
Plan sponsor
Name
BERGEN FINANCIAL GROUP
EIN
42-1604346
Address
8765 W KELTON LANE · BUILDING C2 · PEORIA, AZ · 85382
