How big is Finli Inc.'s plan?

Finli Inc.'s plan reported $317K in assets and 7 participants for 2024.

Original filing (PDF)20250717160116NAL0000641281001

Finli Inc.

Name: Finli Inc. — Finli, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Finli Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finli, Inc. 401(k) Plan

401(k) retirement plan · Finli Inc.'s Finli, Inc. 401(k) Plan held $317K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$317K

Net assets (EOY)

$317K

People on this filing

Marcus Bowie signed Finli Inc.'s 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Finli Inc.'s EIN is 83-0772906.

EIN 83-0772906

Plan number 001

Plan year 2024

ACK ID 20250717160116NAL0000641281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Finli Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Finli Inc.'s plan includes 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

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

FINLI INC.

EIN

all filings

Address

2920 HUNTINGTON DRIVE, SUITE 100 · SAN MARINO, CA · 91108

Phone

(805) 637-5010

Industry

Professional & Technical Services

Plan administrator