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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ARLENE & MICHAEL ROSEN FOUNDATION.
Plan sponsor
Name
THE ARLENE & MICHAEL ROSEN FOUNDATION
EIN
47-3040686
Address
7 W FIGUEROA STREET · 3RD FLOOR · SANTA BARBARA, CA · 93101
