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
73
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KASEN WEALTH MANAGEMENT, INC..
Plan sponsor
Name
KASEN WEALTH MANAGEMENT, INC.
EIN
47-3209906
Address
3500 W OLIVE AVENUE, SUITE 560 · BURBANK, CA · 91505
