How big is AJF Financial Services Inc.'s plan?

AJF Financial Services Inc.'s plan reported $2.2M in assets and 4 participants for 2023.

Original filing (PDF)20250715133932NAL0004779810001

AJF Financial Services Inc.

Name: AJF Financial Services Inc. — AJF Financial Services, Form 5500 (2023)
Creator: AJF Financial Services Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AJF Financial Services Inc.Profit Sharing Plan

401(k) retirement plan · AJF Financial Services Inc.'s AJF Financial Services Inc.Profit Sharing Plan held $2.2M in plan assets for 4 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

AJF Financial Services Inc.'s EIN is 13-3607210.

EIN 13-3607210

Plan number 001

Plan year 2023

ACK ID 20250715133932NAL0004779810001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for AJF Financial Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

AJF Financial Services Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AJF FINANCIAL SERVICES INC..

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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