How big is Finley Wealth Management, LLC's plan?

Finley Wealth Management, LLC's plan reported $278K in assets for 2025.

Original filing (PDF)20260424221243NAL0009859136048

Finley Wealth Management, LLC

Name: Finley Wealth Management, LLC — Finley Wealth, Form 5500 (2025)
Creator: Finley Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finley Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Finley Wealth Management, LLC's Finley Wealth Management, LLC 401(k) Plan reported $278K in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$278K

Net assets (EOY)

$278K

Plan identifiers

Finley Wealth Management, LLC's EIN is 20-4355798.

EIN 20-4355798

Plan number 001

Plan year 2025

ACK ID 20260424221243NAL0009859136048

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Finley Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Finley Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 WEALTH MANAGEMENT, LLC.

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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