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
61
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHARD, BECKHAM, ATWATER & BERRY CPA PS.
Plan sponsor
Name
SOUTHARD, BECKHAM, ATWATER & BERRY CPA PS
EIN
91-1313420
Address
P.O. BOX 706 · PORT ORCHARD, WA · 983660706
Phone
(360) 876-4491
Industry
CPA Offices· Professional & Technical Servicessee all