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
82
Total plan cost
n/a
Plan health
6
Vendor & structure
100
Knocking points off
Filed 4.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).
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 CONGREGATION SHERITH ISRAEL.
Plan sponsor
Name
CONGREGATION SHERITH ISRAEL
DBA
CONGREGATION SHERITH ISRAEL
EIN
94-1156522
Address
2266 CALIFORNIA ST · SAN FRANCISCO, CA · 941152814
