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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BURGESS & COMPANY.
Plan sponsor
Name
BURGESS & COMPANY
EIN
94-3045739
Address
63 EAST FOURTH AVENUE · SAN MATEO, CA · 94401
Phone
(415) 777-0601
Industry
CPA Offices· Professional & Technical Servicessee all
