Original filing (PDF)20250417220846NAL0001014835069

PRECISE FINANCE INC.

Name: PRECISE FINANCE INC. — PRECISE FINANCE 401(K) PLAN, Form 5500 (2024)
Creator: PRECISE FINANCE INC.

Form 5500-SF

FILING_RECEIVED

PRECISE FINANCE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

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 PRECISE FINANCE INC..

Plan sponsor

Name

PRECISE FINANCE INC.

EIN

88-1484303all filings

Address

250 W GREENWICH STREET · #10 · NEW YORK, NY · 10007

Phone

(646) 371-2735

Industry

Finance & Insurancesee 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

2025-04-17

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)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

METZGER INVESTMENTS LP

$9K · 15 participants

TRUE NORTH WEALTH PARTNERS

TRUE NORTH WEALTH PARTNERS SOCA BENEFIT PLAN

$9K · 3 participants

FACTOR CAPITAL MANAGEMENT LLC

FACTOR CAPITAL MANAGEMENT LLC 401(K) PLAN

$9K · 1 participants

SJR SC INVESTMENTS LLC

SJR SC INVESTMENTS 401K PLAN

$9K · 1 participants

BEHL WEALTH MANAGEMENT

BEHL WEALTH MANAGEMENT 401(K) PLAN

$9K · 3 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.