How big is Finck, Rudnick & Co's plan?

Finck, Rudnick & Co's plan reported $2.6M in assets and 19 participants for 2024.

Original filing (PDF)20251010101323NAL0004132259001

Finck, Rudnick & Co

Name: Finck, Rudnick & Co — Finck, Rudnick & Co 401(k), Form 5500 (2024)
Creator: Finck, Rudnick & Co
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Finck, Rudnick & Co 401(k) Plan & Trust

401(k) retirement plan · Finck, Rudnick & Co's Finck, Rudnick & Co 401(k) Plan & Trust held $2.6M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Bradley Rudnick signed Finck, Rudnick & Co's 2024 Form 5500 as plan administrator.

Bradley Rudnick — 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

Finck, Rudnick & Co's EIN is 94-3103728.

EIN 94-3103728

Plan number 001

Plan year 2024

ACK ID 20251010101323NAL0004132259001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Finck, Rudnick & Co from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Finck, Rudnick & Co's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (91st percentile).

Plan sponsor

Name

FINCK, RUDNICK & CO

EIN

all filings

Address

39510 PASEO PADRE PARKWAY, STE 260 · FREMONT, CA · 94538

Phone

(510) 792-5770

Industry

CPA Offices· Professional & Technical Services

Plan administrator