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
12
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for JONATHAN PRESTON.
Plan sponsor
Name
JONATHAN PRESTON
EIN
90-1075127
Address
24885 WHITEWOOD ROAD STE 104 · MURRIETA, CA · 92563