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
75
Total plan cost
n/a
Plan health
78
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TREVOR HALPERN, PLLC.
Plan sponsor
Name
TREVOR HALPERN, PLLC
EIN
52-7871456
Address
7878 N. 16TH STREET · SUITE 130-5 · PHOENIX, AZ · 85020