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
67
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WAY TO BALANCE, LLC.
Plan sponsor
Name
THE WAY TO BALANCE, LLC
EIN
54-2121089
Address
21 WATER ST · AMESBURY, MA · 019132932
Phone
(978) 834-0341
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
