Original filing (PDF)20260611120225NAL0015535602001

Finneran & Nicholson, P.C.

Name: Finneran & Nicholson, P.C. — Finneran & Nicholson, Form 5500 (2025)
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 $1.6M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

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 (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINNERAN & NICHOLSON, P.C..

Plan sponsor

Name

FINNERAN & NICHOLSON, P.C.

EIN

04-3048781all filings

Address

30 GREEN STREET · NEWBURYPORT, MA · 01950

Phone

(978) 462-1514

Industry