# Finn Partners, INC. 401(k) Plan
Source: https://planprovider.pro/companies/finn-partners-inc-401k-plan

> Finn Partners, INC.'s 401(k) plan: 801 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Finn Partners, INC.

- **Sponsor EIN:** 133366334

- **Sponsor Address:** 1675 BROADWAY, NEW YORK, NY, 10019

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

- **Total Participants:** 801

- **Total Assets:** $115.4M

## 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|801|$115.4M|$722,025|$8.3M|

| 2023|818|$96.0M|$615,953|$8.0M|

| 2022|850|$76.8M|$805,739|$6.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$52,679|—|$52,679|

| EISNERAMPER LLP|ACCOUNTANT/AUDITOR|$23,048|—|$23,048|

| ONEDIGITAL INVESTMENT ADVISORS LLC|CONSULTANT|$22,500|—|$22,500|

| STRATEGIC ADVISORS, INC.|ADVISOR|$18,492|—|$18,492|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [EISNERAMPER LLP](https://planprovider.pro/provider/eisneramper-llp) — ACCOUNTANT/AUDITOR

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/ameritas-retirement-plans) — CONSULTANT

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $116,719

- **Estimated Expense Ratio:** 0.101% 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|$116,719|$18,492|—|$23,048|—|

| 2023|$120,695|$31,456|—|$23,085|—|

| 2022|$119,754|$13,830|—|—|—|

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