How big is Affinity Legacy's plan?

Affinity Legacy's plan reported $104K in assets and 2 participants for 2024.

Original filing (PDF)20250701153613NAL0007090291001

Affinity Legacy

Name: Affinity Legacy — Affinity Legacy Inc., Form 5500 (2024)
Creator: Affinity Legacy
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinity Legacy Inc.

401(k) retirement plan · Affinity Legacy's Affinity Legacy Inc. held $104K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

People on this filing

Nick Rice signed Affinity Legacy's 2024 Form 5500 as plan administrator.

Nick Rice — 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 Legacy's EIN is 13-3330672.

EIN 13-3330672

Plan number 002

Plan year 2024

ACK ID 20250701153613NAL0007090291001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Affinity Legacy from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Affinity Legacy's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 LEGACY.

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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

Knocking points off