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
23
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JACK MAXWELL III AGENCY LLC.
Plan sponsor
Name
JACK MAXWELL III AGENCY LLC
EIN
86-3623472
Address
1505 E PORTLAND RD · STE 204 · NEWBERG, OR · 97132
