Original filing (PDF)20240515100539NAL0083023474001

Finger Lakes Partners Insurance Services Inc.

Name: Finger Lakes Partners Insurance Services Inc. — Form 5500 Plan 002 (2023)
Creator: Finger Lakes Partners Insurance Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finger Lakes Partners, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Finger Lakes Partners Insurance Services Inc.'s Finger Lakes Partners, LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Finger Lakes Partners Insurance Services Inc.'s EIN is 82-3761193.

EIN 82-3761193

Plan number 002

Plan year 2023

ACK ID 20240515100539NAL0083023474001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Finger Lakes Partners Insurance Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Finger Lakes Partners Insurance Services Inc.'s plan includes profit-sharing, 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 FINGER LAKES PARTNERS INSURANCE SERVICES INC..

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score