Original filing (PDF)20250618113530NAL0005652146001

FINZ & FINZ PC

Name: FINZ & FINZ PC — FINZ & FINZ RETIREMENT PLAN, Form 5500 (2024)
Creator: FINZ & FINZ PC

Form 5500-SF

FILING_RECEIVED

FINZ & FINZ RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINZ & FINZ PC.

Plan sponsor

Name

FINZ & FINZ PC

EIN

13-3915406

Address

410 E JERICHO TPKE · MINEOLA, NY · 11501

Phone

(516) 433-3000

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-18

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Law Offices plans

MAGSTONE LAW, LLP

MAGSTONE LAW, LLP 401(K) PROFIT SHARING PLAN

$3.2M · 8 participants

BENANTI & ASSOCIATES

BENANTI & ASSOCIATES PROFIT-SHARING PLAN

$3.2M · 4 participants

THIRKELL LAW GROUP

THIRKELL LAW GROUP 401(K) RETIREMENT PLAN

$3.2M · 10 participants

ROBERT J. RENNA, P.C. ATTORNEY AT LAW

ROBERT J. RENNA, P.C. CASH BALANCE PLAN

$3.2M · 6 participants

SCOTT SENFT LAW OFFICES

SCOTT SENFT LAW OFFICES DEFINED BENEFIT PENSION PLAN