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
89
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINANCIAL DYNAMICS, INC..
Plan sponsor
Name
FINANCIAL DYNAMICS, INC.
EIN
71-0955448
Address
2920 HUNTINGTON DR., STE. 100 · SAN MARINO, CA · 91108
