Plan Snapshot
- Plan Sponsor: Finity, INC.
- Sponsor EIN: 202620734
- Sponsor Address: 6 CENTERPOINTE DRIVE, LAKE OSWEGO, OR, 97035
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 134
- Total Assets: $9.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 134 | $9.8M | $0 | $0 |
| 2024 | 121 | $7.6M | $202,690 | $662,396 |
| 2023 | 133 | $6.1M | $205,650 | $691,442 |
| 2022 | 125 | $4.5M | $175,210 | $598,470 |