How big is Affinity Investment Group, LLC's plan?

Affinity Investment Group, LLC's plan reported $3.5M in assets and 7 participants for 2025.

Original filing (PDF)20260317125339NAL0003522544001

Affinity Investment Group, LLC

Name: Affinity Investment Group, LLC — Affinity Investment, Form 5500 (2025)
Creator: Affinity Investment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinity Investment Group, LLC 401(k) Plan

401(k) retirement plan · Affinity Investment Group, LLC's Affinity Investment Group, LLC 401(k) Plan held $3.5M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Gregory B. Gagne signed Affinity Investment Group, LLC's 2025 Form 5500 as plan administrator.

Gregory B. Gagne — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Affinity Investment Group, LLC's EIN is 02-0497945.

EIN 02-0497945

Plan number 001

Plan year 2025

ACK ID 20260317125339NAL0003522544001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Affinity Investment Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Affinity Investment Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFFINITY INVESTMENT GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score