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
100
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JAMES D. GOERTZ D.M.D..
Plan sponsor
Name
JAMES D. GOERTZ D.M.D.
EIN
93-0766347
Address
3522 N MAPLE DR · CANBY, OR · 970132129
Phone
(503) 898-2911
Industry
Offices of Dentists· Health Care & Social Assistancesee all
