How big is Finspire, LLC's plan?

Finspire, LLC's plan reported $2.2M in assets and 8 participants for 2024.

Original filing (PDF)20251010130819NAL0018051106001

Finspire, LLC

Name: Finspire, LLC — Finspire Retirement Savings Plan, Form 5500 (2024)
Creator: Finspire, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finspire Retirement Savings Plan

401(k) retirement plan · Finspire, LLC's Finspire Retirement Savings Plan held $2.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

SUE Gersch signed Finspire, LLC's 2024 Form 5500 as plan administrator.

SUE Gersch — 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

Finspire, LLC's EIN is 83-2383297.

EIN 83-2383297

Plan number 001

Plan year 2024

ACK ID 20251010130819NAL0018051106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINSPIRE, LLC.

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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