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
93
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROSS R. BONNIE & ASSOCIATES, INC..
Plan sponsor
Name
ROSS R. BONNIE & ASSOCIATES, INC.
EIN
46-3490989
Address
180 N. RIVERVIEW DRIVE, SUITE 130 · ANAHEIM HILLS, CA · 92808
Phone
(714) 279-8101
Industry
CPA Offices· Professional & Technical Servicessee all
