Original filing (PDF)20250318090247NAL0003141937001

FINANCIAL SOFTWARE INNOVATIONS

Name: FINANCIAL SOFTWARE INNOVATIONS — FINANCIAL SOFTWARE INNOVATIONS, INC. 401(K) PLAN, Form 5500 (2023)
Creator: FINANCIAL SOFTWARE INNOVATIONS

Form 5500-SF

FILING_RECEIVED

FINANCIAL SOFTWARE INNOVATIONS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$798K

Net assets (EOY)

$798K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL SOFTWARE INNOVATIONS.

Plan sponsor

Name

FINANCIAL SOFTWARE INNOVATIONS

EIN

74-2602155

Address

9811 S. IH 35 BLDG 6, STE 101 · AUSTIN, TX · 78744

Phone

(512) 328-1584

Industry