How big is Finley Design's plan?

Finley Design's plan reported $476K in assets and 15 participants for 2024.

Original filing (PDF)20251013140716NAL0000689779001

Finley Design

Name: Finley Design — Finley Design 401(k) Plan, Form 5500 (2024)
Creator: Finley Design
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finley Design 401(k) Plan

401(k) retirement plan · Finley Design's Finley Design 401(k) Plan held $476K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$476K

Net assets (EOY)

$476K

Plan identifiers

Finley Design's EIN is 20-0703054.

EIN 20-0703054

Plan number 001

Plan year 2024

ACK ID 20251013140716NAL0000689779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Finley Design's plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

FINLEY DESIGN

EIN

all filings

Address

7806 NC HWY 751 · SUITE 110 · DURHAM, NC · 27713

Phone

(919) 493-8200

Industry

Professional & Technical Services

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

2025-10-13

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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