How big is FINZ & FINZ PC's plan?

FINZ & FINZ PC's plan reported $3.2M in assets and 15 participants for 2024.

Original filing (PDF)20250618113530NAL0005652146001

FINZ & FINZ PC

Name: FINZ & FINZ PC — FINZ & FINZ Retirement Plan, Form 5500 (2024)
Creator: FINZ & FINZ PC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

FINZ & FINZ Retirement Plan

401(k) retirement plan · FINZ & FINZ PC's FINZ & FINZ Retirement Plan held $3.2M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

Cheri FINZ signed FINZ & FINZ PC's 2024 Form 5500 as plan administrator.

Cheri FINZ — 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

FINZ & FINZ PC's EIN is 13-3915406.

EIN 13-3915406

Plan number 001

Plan year 2024

ACK ID 20250618113530NAL0005652146001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for FINZ & FINZ PC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

FINZ & FINZ PC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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