How big is Finneran & Nicholson, P.C.'s plan?

Finneran & Nicholson, P.C.'s plan reported $1.5M in assets and 9 participants for 2024.

Original filing (PDF)20250531101145NAL0009141729001

Finneran & Nicholson, P.C.

Name: Finneran & Nicholson, P.C. — Finneran & Nicholson, Form 5500 (2024)
Creator: Finneran & Nicholson, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finneran & Nicholson, P.C. Profit Sharing Plan

401(k) retirement plan · Finneran & Nicholson, P.C.'s Finneran & Nicholson, P.C. Profit Sharing Plan held $1.5M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Susan R. Finneran signed Finneran & Nicholson, P.C.'s 2024 Form 5500 as plan administrator.

Susan R. Finneran — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Finneran & Nicholson, P.C.'s EIN is 04-3048781.

EIN 04-3048781

Plan number 001

Plan year 2024

ACK ID 20250531101145NAL0009141729001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Finneran & Nicholson, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Finneran & Nicholson, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

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

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

FINNERAN & NICHOLSON, P.C.

EIN

all filings

Address

30 GREEN STREET · NEWBURYPORT, MA · 01950

Phone

(978) 462-1514

Industry

Law Offices· Professional & Technical Services

Plan administrator