# Finalsite Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/finalsite-holdings-inc-401k-plan

> Finalsite Holdings, INC.'s 401(k) plan: 344 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Finalsite Holdings, INC.

- **Sponsor EIN:** 455495914

- **Sponsor Address:** 655 WINDING BROOK DRIVE, GLASTONBURY, CT, 06033

- **Plan Type:** 401(k)

- **Total Participants:** 344

- **Total Assets:** $39.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|344|$39.7M|$1.6M|$3.8M|

| 2023|349|$29.8M|$1.6M|$3.5M|

| 2022|348|$21.7M|$1.1M|$2.4M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FIONDELLA, MILONE & LASARACINA|Auditor|—|—|$0|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $0

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$39,363|$30,000|—|—|—|

| 2023|$24,170|$22,500|—|—|—|

| 2022|$3,700|—|—|—|—|

## Similar Plans

- [Smartequip, INC.](https://planprovider.pro/companies/smartequip-inc-401k-plan) — 73 participants

- [Coremont (Us) LLC](https://planprovider.pro/companies/coremont-us-llc-401k-plan) — 21 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/finalsite-holdings-inc-401k-plan)

© 2026 PlanProvider.Pro