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
68
Vendor & structure
100
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 KENDYL ROUNDTREE.
Plan sponsor
Name
KENDYL ROUNDTREE
EIN
87-2725024
Address
4035 E. THOUSAND OAKS BLVD · SUITE 260 · WESTLAKE VILLAGE, CA · 91362
Phone
(818) 587-4215
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
