How big is Finial Group LLC's plan?

Finial Group LLC's plan reported $206K in assets and 8 participants for 2024.

Original filing (PDF)20250425075616NAL0008490209001

Finial Group LLC

Name: Finial Group LLC — Finial Group LLC 401(k) Profit, Form 5500 (2024)
Creator: Finial Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finial Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Finial Group LLC's Finial Group LLC 401(k) Profit Sharing Plan & Trust held $206K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$206K

Net assets (EOY)

$206K

People on this filing

Edward Rojas signed Finial Group LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Finial Group LLC's EIN is 80-0499796.

EIN 80-0499796

Plan number 001

Plan year 2024

ACK ID 20250425075616NAL0008490209001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Finial Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Finial Group LLC'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 FINIAL GROUP LLC.

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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