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 35% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
n/a
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WHITE AND JOCHAM.
Plan sponsor
Name
WHITE AND JOCHAM
EIN
47-3233664
Address
17 N PENNSYLVANIA ST · GREENFIELD, IN · 46140
Phone
(317) 462-1401
Industry
Law Offices· Professional & Technical Servicessee all
Plan administrator
Name
BRETT HULSE
EIN
83-6614110
City
INDIANAPOLIS, IN
Phone
(317) 264-3110
Plan characteristics
Plan number
501
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-09-30
Filed
2025-04-28
Welfare benefit codes
4A · Health (other than dental or vision)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
