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
57
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for VERSITY INVESTMENTS, LLC.
Plan sponsor
Name
VERSITY INVESTMENTS, LLC
EIN
82-5315389
Address
20 ENTERPRISE, SUITE 400 · ALISO VIEJO, CA · 92656
