How big is The Finley Group, Inc.'s plan?

The Finley Group, Inc.'s plan reported $2.0M in assets and 7 participants for 2024.

Original filing (PDF)20250717172736NAL0000754113001

The Finley Group, Inc.

Name: The Finley Group, Inc. — The Finley Group 401(k), Form 5500 (2024)
Creator: The Finley Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Finley Group 401(k) Plan

401(k) retirement plan · The Finley Group, Inc.'s The Finley Group 401(k) Plan held $2.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Matthew W. Smith signed The Finley Group, Inc.'s 2024 Form 5500 as plan administrator.

Matthew W. Smith — 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

The Finley Group, Inc.'s EIN is 56-1493075.

EIN 56-1493075

Plan number 001

Plan year 2024

ACK ID 20250717172736NAL0000754113001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Finley Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Finley Group, Inc.'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 THE FINLEY GROUP, INC..

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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