· 2022–2024 · DOL EFAST2

FINBACK INVESTMENT PARTNERS, LLC — FINBACK INVESTMENT PARTNERS, LLC 401(K) PLAN, Form 5500 (2023)

Original filing (PDF)20240910085728NAL0005443969001

FINBACK INVESTMENT PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

FINBACK INVESTMENT PARTNERS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

9

Accounts w/ balance

9

Plan assets (EOY)

$57K

Net assets (EOY)

$57K

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

57

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

FINBACK INVESTMENT PARTNERS, LLC

EIN

84-3773402all filings

Address

ONE ALHAMBRA PLAZA · SUITE 1225 · CORAL GABLES, FL · 33134

Phone

(786) 200-9266

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-10

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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