How big is Finlayson Toffer Roosevelt & Lilly LLP's plan?

Finlayson Toffer Roosevelt & Lilly LLP's plan reported $2.5M in assets and 7 participants for 2024.

Original filing (PDF)20250627161542NAL0023708178001

Finlayson Toffer Roosevelt & Lilly LLP

Name: Finlayson Toffer Roosevelt & Lilly LLP — Form 5500 Plan 001 (2024)
Creator: Finlayson Toffer Roosevelt & Lilly LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finlayson Toffer Roosevelt & Lilly LLP 401(k) Profit Sharing Plan

401(k) retirement plan · Finlayson Toffer Roosevelt & Lilly LLP's Finlayson Toffer Roosevelt & Lilly LLP 401(k) Profit Sharing Plan held $2.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

People on this filing

T. Kevin Roosevelt signed Finlayson Toffer Roosevelt & Lilly LLP's 2024 Form 5500 as plan administrator.

T. Kevin Roosevelt — 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

Finlayson Toffer Roosevelt & Lilly LLP's EIN is 83-0412322.

EIN 83-0412322

Plan number 001

Plan year 2024

ACK ID 20250627161542NAL0023708178001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Finlayson Toffer Roosevelt & Lilly LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Finlayson Toffer Roosevelt & Lilly LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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