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 account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JEFFREY S. KLEINHEINZ, DDS, PA.
Plan sponsor
Name
JEFFREY S. KLEINHEINZ, DDS, PA
EIN
56-2063788
Address
3121 SPRINGBANK LANE, SUITE D · CHARLOTTE, NC · 28226
Phone
(704) 542-6003
Industry
Offices of Dentists· Health Care & Social Assistancesee all
