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
34
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LEGACY OF EXCELLENCE LLC.
Plan sponsor
Name
LEGACY OF EXCELLENCE LLC
EIN
87-3016353
Address
5815 SILVER CREEK VALLEY PLACE · SAN JOSE, CA · 95138
