How big is Finity Group, LLC's plan?

Finity Group, LLC's plan reported $5.3M in assets and 39 participants for 2025.

Original filing (PDF)20260323143234NAL0002147459001

Finity Group, LLC

Name: Finity Group, LLC — Finity Group 401(k) Profit, Form 5500 (2025)
Creator: Finity Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finity Group 401(k) Profit Sharing Plan

401(k) retirement plan · Finity Group, LLC's Finity Group 401(k) Profit Sharing Plan held $5.3M in plan assets for 39 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Rosalynn Ritschard signed Finity Group, LLC's 2025 Form 5500 as plan administrator.

Rosalynn Ritschard — 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

Finity Group, LLC's EIN is 80-0766698.

EIN 80-0766698

Plan number 001

Plan year 2025

ACK ID 20260323143234NAL0002147459001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Finity Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Finity 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 FINITY 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