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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WILLIAM BRANCH SEP IRA.
Plan sponsor
Name
WILLIAM BRANCH SEP IRA
EIN
90-0110310
Address
1800 CAMDEN RD STE 107 · CHARLOTTE, NC · 28203
Phone
(716) 373-5511
Industry
Insurance Agencies & Brokerages· Finance & Insurancesee all
Plan administrator
Name
WILLIAM BRANCH SEP IRA
EIN
90-0110310
City
CHARLOTTE, NC
Phone
(716) 373-5511
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
