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
98
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DANIEL K. WINTON, ATTORNEY AT LAW.
Plan sponsor
Name
DANIEL K. WINTON, ATTORNEY AT LAW
EIN
48-1289322
Address
4685 MACARTHUR COURT · SUITE 450 · NEWPORT BEACH, CA · 92660
Phone
(949) 252-0516
Industry
Law Offices· Professional & Technical Servicessee all
