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
85
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (91st percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LAW OFFICES OF DAVID A. CONCHA PC.
Plan sponsor
Name
LAW OFFICES OF DAVID A. CONCHA PC
EIN
87-0747094
Address
725 E. TRADE SUITE 105 · CHARLOTTE, NC · 28202
Phone
(704) 525-8824
Industry
Law Offices· Professional & Technical Servicessee all
