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
64
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESERVATION WEALTH MANAGEMENT OF LOUISIANA, LLC.
Plan sponsor
Name
PRESERVATION WEALTH MANAGEMENT OF LOUISIANA, LLC
EIN
82-4898568
Address
3500 N. CAUSEWAY BLVD., SUITE 120 · METAIRIE, LA · 70002