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
32
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (13th percentile).
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 COMMUNITY ROOTS FOUNDATION.
Plan sponsor
Name
COMMUNITY ROOTS FOUNDATION
EIN
46-2630292
Address
29292 CROWN VALLEY PARKWAY · LAGUNA NIGUEL, CA · 92677
