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
80
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ERN FINANCIAL, LLC DBA CANOPY WEALTH MANAGEMENT.
Plan sponsor
Name
ERN FINANCIAL, LLC DBA CANOPY WEALTH MANAGEMENT
EIN
82-5499775
Address
8215 GREENWAY BLVD, STE 540 · MIDDLETON, WI · 53562
