Original filing (PDF)20240102121210NAL0001346401001

Finnesse Partners, LLC

Name: Finnesse Partners, LLC — Finnesse Partners, LLC, Form 5500 (2023)
Creator: Finnesse Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finnesse Partners, LLC 401(k) Plan

401(k) retirement plan · Finnesse Partners, LLC's Finnesse Partners, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

MARC ERTL signed Finnesse Partners, LLC's 2023 Form 5500 as plan administrator.

MARC ERTL — 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

Finnesse Partners, LLC's EIN is 46-0632494.

EIN 46-0632494

Plan number 001

Plan year 2023

ACK ID 20240102121210NAL0001346401001

Official Form 5500 document

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

Download the official 2023 Form 5500 (PDF)

Plan features

Finnesse Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 FINNESSE PARTNERS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score