How big is Finmc, LLC's plan?

Finmc, LLC's plan reported $957K in assets and 68 participants for 2023.

Original filing (PDF)20250429135944NAL0000386003001

Finmc, LLC

Name: Finmc, LLC — Finmc 401(k) Plan, Form 5500 (2023)
Creator: Finmc, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finmc 401(k) Plan

401(k) retirement plan · Finmc, LLC's Finmc 401(k) Plan held $957K in plan assets for 68 participants in 2023.

Signals · 1

Late filing · 5.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$957K

Net assets (EOY)

$957K

Plan identifiers

Finmc, LLC's EIN is 20-5185854.

EIN 20-5185854

Plan number 001

Plan year 2023

ACK ID 20250429135944NAL0000386003001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Finmc, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Finmc, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 5.4 months past the 10.5-month grace window.

Helping the score

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

Plan sponsor

Name

FINMC, LLC

EIN

all filings

Address

495 TOWN PLAZA AVENUE · PONTE VEDRA, FL · 32081

Phone

(904) 514-5099

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-04-29

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2T · Default investment account (QDIA)

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

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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