How big is Finalis, Inc.'s plan?

Finalis, Inc.'s plan reported $60K in assets and 16 participants for 2025.

Original filing (PDF)20260515220606NAL0008037715094

Finalis, Inc.

Name: Finalis, Inc. — Finalis 401(k) Plan, Form 5500 (2025)
Creator: Finalis, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finalis 401(k) Plan

401(k) retirement plan · Finalis, Inc.'s Finalis 401(k) Plan held $60K in plan assets for 16 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$60K

Net assets (EOY)

$60K

Plan identifiers

Finalis, Inc.'s EIN is 82-2913912.

EIN 82-2913912

Plan number 001

Plan year 2025

ACK ID 20260515220606NAL0008037715094

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Finalis, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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