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
81
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRIVETT WEALTH MANAGEMENT.
Plan sponsor
Name
TRIVETT WEALTH MANAGEMENT
EIN
82-0607958
Address
203 BROYLES DRIVE · STE 201 · JOHNSON CITY, TN · 37601
