How big is Finley Road Partners, LLC's plan?

Finley Road Partners, LLC's plan reported $2.5M in assets and 915 participants for 2024.

Original filing (PDF)20250923105405NAL0002514147001

Finley Road Partners, LLC

Name: Finley Road Partners, LLC — P&E Services Group, Form 5500 (2024)
Creator: Finley Road Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

P&E Services Group 401(k) Plan

401(k) retirement plan · Finley Road Partners, LLC's P&E Services Group 401(k) Plan held $2.5M in plan assets for 915 participants in 2024.

Signals · 1

No auditor on file

Active participants

915

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

Finley Road Partners, LLC's EIN is 84-2671176.

EIN 84-2671176

Plan number 001

Plan year 2024

ACK ID 20250923105405NAL0002514147001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Finley Road Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 FINLEY ROAD PARTNERS, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score