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
90
Total plan cost
n/a
Plan health
68
Vendor & structure
100
Knocking points off
Filed 2.5 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 HALBERT BROTHERS INC.
Plan sponsor
Name
HALBERT BROTHERS INC
EIN
85-3925109
Address
17400 CHESTNUT STREET · CITY OF INDUSTRY, CA · 91748
