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
69
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PHOENIX SETTLEMENT ADMINISTRATORS.
Plan sponsor
Name
PHOENIX SETTLEMENT ADMINISTRATORS
EIN
47-1659019
Address
1411 N. BATAVIA SUITE 105 · ORANGE, CA · 928673526
