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
87
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL ADVOCATES, INC..
Plan sponsor
Name
FINANCIAL ADVOCATES, INC.
EIN
47-5187513
Address
12341 NEWPORT AVENUE · SUITE A 100 · SANTA ANA, CA · 92705
Phone
(714) 241-0212
Industry
CPA Offices· Professional & Technical Servicessee all
