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
70
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SPWM ADVISORS LLC DBA STONEPATH WEALTH MANAGEMENT.
Plan sponsor
Name
SPWM ADVISORS LLC DBA STONEPATH WEALTH MANAGEMENT
EIN
93-4838582
Address
134 W STATE ST. · STE. 200 · TRAVERSE CITY, MI · 49684
