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
50
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ROSEWOOD FAMILY ADVISORS, LLP.
Plan sponsor
Name
ROSEWOOD FAMILY ADVISORS, LLP
EIN
82-4430307
Address
2475 HANOVER ST · SUITE 100 · PALO ALTO, CA · 94304
Phone
(650) 313-2003
Industry
CPA Offices· Professional & Technical Servicessee all
