Original filing (PDF)20250411220139NAL0037224784048

FINSURE CONSULTING LLC

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

Form 5500-SF

FILING_RECEIVED

FINSURE CONSULTING 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

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.

Decision-maker contacts

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

Plan sponsor

Name

FINSURE CONSULTING LLC

EIN

86-3707045

Address

580 WALNUT STREET · APT 45 · CINCINNATI, OH · 45202

Phone

(859) 866-7470

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

2024-12-31

Filed

2025-04-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

BLUEBIRD CREATIVE COMPANY LLC

BLUEBIRD CREATIVE COMPANY 401(K) PLAN

$34K · 11 participants

HERROD TECHNOLOGY, INC.

HERROD TECHNOLOGY 401K PLAN

$34K · 21 participants

EXECUTIVE PRESENCE LLC

EXECUTIVE PRESENCE LLC 401(K) PLAN

$33K · 8 participants

AXIS DATA

$34K · 7 participants

GREENLINING MANAGEMENT INC

GREENLINING MANAGEMENT 401(K) PLAN

$33K · 66 participants