# Finley Resources INC. 401(k) Plan
Source: https://planprovider.pro/companies/finley-resources-inc-401k-plan

> Finley Resources INC.'s 401(k) plan: 247 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Finley Resources INC.

- **Sponsor EIN:** 752510032

- **Sponsor Address:** 1308 LAKE ST, FORT WORTH, TX, 76102

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

- **Total Participants:** 247

- **Total Assets:** $22.5M

## 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|247|$22.5M|$1.2M|$1.7M|

| 2023|252|$17.1M|$1.2M|$1.5M|

| 2022|246|$14.0M|$1.0M|$1.4M|

## 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|

| ADP, INC.|RECORD KEEPER|$8,585|—|$8,585|

| PAYNE & SMITH LLC CPA|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [ADP, INC.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [PAYNE & SMITH LLC CPA](https://planprovider.pro/provider/payne-and-smith-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,585

- **Estimated Expense Ratio:** 0.038% of plan assets

### 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|$8,586|—|—|—|—|

| 2023|$5,850|—|—|—|—|

| 2022|$7,029|—|—|—|—|

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