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
88
Total plan cost
n/a
Plan health
74
Vendor & structure
100
Knocking points off
Filed 2.9 months past the 10.5-month grace window.
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRANSCEND ADVISOR GROUP.
Plan sponsor
Name
TRANSCEND ADVISOR GROUP
EIN
85-3641129
Address
1127 PRAIRIE DRIVE, SUITE 100 · MT. PLEASANT, WI · 53406
