Original filing (PDF)20250709160415NAL0007839632001

FINESTONE HAYES LLP

Name: FINESTONE HAYES LLP — FINESTONE HAYES LLP 401(K) PLAN, Form 5500 (2024)
Creator: FINESTONE HAYES LLP

Form 5500-SF

FILING_RECEIVED

FINESTONE HAYES LLP 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$584K

Net assets (EOY)

$584K

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 average account balance (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINESTONE HAYES LLP.

Plan sponsor

Name

FINESTONE HAYES LLP

EIN

81-3527676all filings

Address

456 MONTGOMERY ST · 20TH FLR · SAN FRANCISCO, CA · 94104

Phone

(310) 857-5318

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator

Name

BDH PENSION, INC.

EIN

86-1714305

City

NEWBURY PARK, CA

Phone

(805) 544-1112

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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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