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
87
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CARL BERNSTEIN, DDS, PLLC.
Plan sponsor
Name
CARL BERNSTEIN, DDS, PLLC
EIN
86-1714827
Address
540 NEW WAVERLY PL STE 110 · CARY, NC · 27518
Phone
(812) 655-4434
Industry
Offices of Dentists· Health Care & Social Assistancesee all
