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 PALM TREE ESCROW.
Plan sponsor
Name
PALM TREE ESCROW
EIN
45-5249474
Address
43521 RIDGE PARK DR STE 101 · TEMECULA, CA · 925903642
