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
84
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for INTERSECT FINANCIAL LLC.
Plan sponsor
Name
INTERSECT FINANCIAL LLC
EIN
46-5109809
Address
1550 PARKSIDE DR., STE. 205 · WALNUT CREEK, CA · 94596
