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
95
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FISCHER INVESTMENT STRATEGIES, LLC.
Plan sponsor
Name
FISCHER INVESTMENT STRATEGIES, LLC
EIN
45-3580617
Address
920 HAMPSHIRE RD · SUITE A-2 · WESTLAKE VILLAGE, CA · 91361
Phone
(805) 418-7686
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
