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
67
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHARLENE ROCHA DDS INC..
Plan sponsor
Name
CHARLENE ROCHA DDS INC.
DBA
VALLEY ORTHODONTICS
EIN
82-4104388
Address
2400 LAS GALLINAS AVENUE #130 · SAN RAFAEL, CA · 94903
Phone
(415) 479-2400
Industry
Offices of Dentists· Health Care & Social Assistancesee all
