Original filing (PDF)20230117163434NAL0001242626001

Finestone Strategy Partners

Name: Finestone Strategy Partners — Finestone Strategy, Form 5500 (2022)
Creator: Finestone Strategy Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finestone Strategy Partners (PN 002)

401(k) retirement plan · Finestone Strategy Partners' Finestone Strategy Partners (PN 002) filed a Form 5500 for plan year 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Michael Anderson signed Finestone Strategy Partners' 2022 Form 5500 as plan administrator.

Michael Anderson — 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

Finestone Strategy Partners' EIN is 54-2096290.

EIN 54-2096290

Plan number 002

Plan year 2022

ACK ID 20230117163434NAL0001242626001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Finestone Strategy Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Finestone Strategy Partners' plan includes profit-sharing, 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 FINESTONE STRATEGY PARTNERS.

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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