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
72
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 DONALD C. URFER & ASSOCIATES, INC..
Plan sponsor
Name
DONALD C. URFER & ASSOCIATES, INC.
EIN
94-2758795
Address
2715 PORTER ST · SOQUEL, CA · 95073
Phone
(831) 476-3681
Industry
Engineering Services· Professional & Technical Servicessee all
