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
85
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (85th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HALLE, PORTER, NEWLAND & RICKETT, LLP.
Plan sponsor
Name
HALLE, PORTER, NEWLAND & RICKETT, LLP
EIN
46-4418219
Address
5601 TRUXTUN AVENUE · SUITE 150 · BAKERSFIELD, CA · 93309
Phone
(661) 873-4900
Industry
CPA Offices· Professional & Technical Servicessee all
