· 2022–2024 · DOL EFAST2

EDWARD E. FINCH & COMPANY, INC. — EDWARD E. FINCH & COMPANY, INC. PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250710113929NAL0004021091001

EDWARD E. FINCH & COMPANY, INC.

Form 5500-SF

FILING_RECEIVED

EDWARD E. FINCH & COMPANY, INC. PROFIT SHARING PLAN

Defined-contribution retirement plan

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$28.5M

Net assets (EOY)

$28.5M

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

68

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (100th percentile).

Decision-maker contacts

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

Plan sponsor

Name

EDWARD E. FINCH & COMPANY, INC.

EIN

13-1999717

Address

72 BROADWAY · ROCKVILLE CENTRE, NY · 11570

Phone

(516) 334-3200

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-04-01

Tax period

2025-03-31

Filed

2025-07-10

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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