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
93
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE INSTITUTE FOR FINANCIAL MARKETS.
Plan sponsor
Name
THE INSTITUTE FOR FINANCIAL MARKETS
EIN
52-1634508
Address
2001 K ST NW STE 725 · NORTH TOWER · WASHINGTON, DC · 200061037
