What public Form 5500 filings show about the Affinity Plus Federal Credit Union 401(k) plan — and how to find and check your own account.
Affinity Plus Federal Credit Union (EIN 41-0557541) reports AFFINITY PLUS 401(K) RETIREMENT PLAN on its most recent Form 5500, with $98.2M in plan assets across 607 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Affinity Plus Federal Credit Union filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Affinity Plus Federal Credit Union 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MARKS GROUP WEALTH MANAGEMENT, WILSHIRE ADVISORS.
