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
88
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CHRIS M. COVERT, CPA, CFP.
Plan sponsor
Name
CHRIS M. COVERT, CPA, CFP
EIN
86-0696619
Address
1968 E BASELINE RD STE F-104 · TEMPE, AZ · 85283
Phone
(480) 458-1040
Industry
CPA Offices· Professional & Technical Servicessee all
