How big is Finance Information Group LLC's plan?

Finance Information Group LLC's plan reported $362K in assets and 7 participants for 2024.

Original filing (PDF)20251014092051NAL0003514960001

Finance Information Group LLC

Name: Finance Information Group LLC — Transaction Advisors, Form 5500 (2024)
Creator: Finance Information Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Transaction Advisors Institute 401(k) Plan

401(k) retirement plan · Finance Information Group LLC's Transaction Advisors Institute 401(k) Plan held $362K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$362K

Net assets (EOY)

$362K

People on this filing

William Jefferson Black signed Finance Information Group LLC's 2024 Form 5500 as plan administrator.

William Jefferson Black — 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

Finance Information Group LLC's EIN is 47-2941179.

EIN 47-2941179

Plan number 001

Plan year 2024

ACK ID 20251014092051NAL0003514960001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Finance Information Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCE INFORMATION GROUP 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