· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
FINXERA, INC. — FINXERA, INC. 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230630122633NAL0010634528001
FINXERA, INC.
Form 5500-SF
FILING_RECEIVED
FINXERA, INC. 401(K) PROFIT SHARING PLAN AND TRUST
401(k) retirement plan
Active participants
27
Accounts w/ balance
43
Plan assets (EOY)
$4.3M
Net assets (EOY)
$4.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
FINXERA, INC.
.
Find decision makers
Plan sponsor
Name
FINXERA, INC.
EIN
01-0674752
Address
2001 WESTSIDE PARKWAY, SUITE 155 · ALPHARETTA, GA · 30004
Phone
(650) 294-4450
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-06-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Other Services (ex. Public Admin) plans
GLOBAL EXCEL MANAGEMENT (USA), INC.
GLOBAL EXCEL MANAGEMENT (USA), INC. 401(K) PLAN
$4.3M · 71 participants
PETERSON AND MATZ, INC.
PETERSON AND MATZ, INC. PROFIT SHARING PLAN
$4.3M · 8 participants
BEVTEK, INC.
BEVTEK, INC. 401(K) PLAN
$4.3M · 70 participants
RJN INVESTIGATIONS, INC.
RJN INVESTIGATIONS, INC. 401(K) PROFIT SHARING PLAN
$4.4M · 51 participants
DUSES DOWERY, INC.
DUSE'S DOWERY, INC. PROFIT SHARING PLAN
$4.4M · 2 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
JA MOODY LLC
JA MOODY LLC 401(K) PROFIT SHARING PLAN & TRUST
$4.4M · 29 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
