Original filing (PDF)20230117163434NAL0001242626001

FINESTONE STRATEGY PARTNERS

Name: FINESTONE STRATEGY PARTNERS — FINESTONE STRATEGY PARTNERS (PN 002), Form 5500 (2022)
Creator: FINESTONE STRATEGY PARTNERS

Form 5500-SF

FILING_RECEIVED

FINESTONE STRATEGY PARTNERS (PN 002)

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINESTONE STRATEGY PARTNERS.

Plan sponsor

Name

FINESTONE STRATEGY PARTNERS

EIN

54-2096290

Address

9100 WILSHIRE BLVD. SUITE 720E · BEVERLY HILLS, CA · 90212

Phone

(310) 432-7014

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-07-22

Filed

2023-01-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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