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
100
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 ADAMS CHETWOOD WEALTH MANAGEMENT GROUP.
Plan sponsor
Name
ADAMS CHETWOOD WEALTH MANAGEMENT GROUP
EIN
84-4120756
Address
3917 UNIVERSITY DRIVE, SUITE 200 · DURHAM, NC · 27707
