How big is Finkelstein Partners, Ltd.'s plan?

Finkelstein Partners, Ltd.'s plan reported $5.0M in assets and 18 participants for 2024.

Original filing (PDF)20250331115505NAL0003245523001

Finkelstein Partners, Ltd.

Name: Finkelstein Partners, Ltd. — Finkelstein Partners, Form 5500 (2024)
Creator: Finkelstein Partners, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finkelstein Partners, Ltd. Profit Sharing Plan

Defined-contribution retirement plan · Finkelstein Partners, Ltd.'s Finkelstein Partners, Ltd. Profit Sharing Plan held $5.0M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Robert Pilegge signed Finkelstein Partners, Ltd.'s 2024 Form 5500 as plan administrator.

Robert Pilegge — 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

Finkelstein Partners, Ltd.'s EIN is 76-0422955.

EIN 76-0422955

Plan number 001

Plan year 2024

ACK ID 20250331115505NAL0003245523001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Finkelstein Partners, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Finkelstein Partners, Ltd.'s plan includes profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINKELSTEIN PARTNERS, LTD.

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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