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
94
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PALSA + PALSA LLC.
Plan sponsor
Name
PALSA + PALSA LLC
EIN
80-0510102
Address
230 SPRUCE ST · SOUTHPORT, CT · 06890
Phone
(203) 259-7035
Industry
CPA Offices· Professional & Technical Servicessee all
