Original filing (PDF)20250409220342NAL0020630881011

FINANSURE,LLC

Name: FINANSURE,LLC — FINANSURE 401(K) PLAN, Form 5500 (2024)
Creator: FINANSURE,LLC

Form 5500-SF

FILING_RECEIVED

FINANSURE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for FINANSURE,LLC.

Plan sponsor

Name

FINANSURE,LLC

EIN

83-1016497

Address

6 LIBERTY SQ · 2167 · BOSTON, MA · 02109

Phone

(310) 991-5297

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-11-06

Filed

2025-04-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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