How big is Financial Innovations Inc.'s plan?

Financial Innovations Inc.'s plan reported $120K in assets and 8 participants for 2024.

Original filing (PDF)20250501153003NAL0003328449001

Financial Innovations Inc.

Name: Financial Innovations Inc. — Financial Innovations, Form 5500 (2024)
Creator: Financial Innovations Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Financial Innovations Inc. 401(k) Plan

401(k) retirement plan · Financial Innovations Inc.'s Financial Innovations Inc. 401(k) Plan held $120K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$120K

Net assets (EOY)

$120K

Plan identifiers

Financial Innovations Inc.'s EIN is 05-0412825.

EIN 05-0412825

Plan number 002

Plan year 2024

ACK ID 20250501153003NAL0003328449001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Financial Innovations Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Financial Innovations Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL INNOVATIONS INC..

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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