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 50% of scoring inputs for this filing.
Compliance & integrity
81
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KELLY LIVELY.
Plan sponsor
Name
KELLY LIVELY
DBA
ACCUWIN/PHS
EIN
82-4217923
Address
365 INVERNESS PKWY STE 150 · ENGLEWOOD, CO · 801125885
