Original filing (PDF)20251002120135NAL0001207698001

FINANCIAL DECISIONS, LLC

Name: FINANCIAL DECISIONS, LLC — FINANCIAL DECISIONS, LLC PROFIT SHARING PLAN, Form 5500 (2024)
Creator: FINANCIAL DECISIONS, LLC

Form 5500-SF

FILING_RECEIVED

FINANCIAL DECISIONS, LLC PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$596K

Net assets (EOY)

$596K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINANCIAL DECISIONS, LLC.

Plan sponsor

Name

FINANCIAL DECISIONS, LLC

EIN

81-1344645

Address

780 THIRD AVENUE · NEW YORK, NY · 10017

Phone

(212) 920-3470

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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