Original filing (PDF)20250905093248NAL0010508355001

FINSERV CONSULTING, LLC

Name: FINSERV CONSULTING, LLC — FINSERV CONSULTING, LLC INCENTIVE SAVINGS PLAN, Form 5500 (2024)
Creator: FINSERV CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

FINSERV CONSULTING, LLC INCENTIVE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

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 FINSERV CONSULTING, LLC.

Plan sponsor

Name

FINSERV CONSULTING, LLC

EIN

20-3640254

Address

23 SHADY BROOK LN · CRANBURY, NJ · 08512

Phone

(609) 819-8022

Industry

Finance & Insurancesee 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

2025-09-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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