Finney Architects, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Finney Architects, INC.
  • Sponsor EIN: 770111305
  • Sponsor Address: 2155 S. BASCOM AVENUE, #250, CAMPBELL, CA, 95008
  • Plan Type: 401(k)
  • Total Participants: 24
  • Total Assets: $3.8M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202424$3.8M$89,471$339,505
202323$3.3M$81,432$279,194
202218$2.4M$70,883$218,848

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