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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TOWNSEND PERSONAL FINANCIAL PLANNING, LLC.
Plan sponsor
Name
TOWNSEND PERSONAL FINANCIAL PLANNING, LLC
DBA
TOWNSEND WEALTH MANAGEMENT
EIN
58-2644140
Address
6867 MOUNTAINBROOK DR STE 102 · COLUMBUS, GA · 319043378
