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
96
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FRANK J. DANIEL DMD.
Plan sponsor
Name
FRANK J. DANIEL DMD
EIN
77-0315804
Address
1356 MARSH STREET · SAN LUIS OBISPO, CA · 93401
Phone
(805) 544-5520
Industry
Offices of Dentists· Health Care & Social Assistancesee all
