Original filing (PDF)20250416220325NAL0000124963089

ASSOCIATED FINANCIAL PLANNERS, LLC

Name: ASSOCIATED FINANCIAL PLANNERS, LLC — ASSOCIATED FINANCIAL PLANNERS 401(K) PLAN, Form 5500 (2024)
Creator: ASSOCIATED FINANCIAL PLANNERS, LLC

Form 5500-SF

FILING_RECEIVED

ASSOCIATED FINANCIAL PLANNERS 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

ASSOCIATED FINANCIAL PLANNERS, LLC

EIN

20-2085361all filings

Address

419 STATE ROUTE 71 · SPRING LAKE HEIGHTS, NJ · 07762

Phone

(732) 292-3100

Industry

Finance & Insurancesee all

Plan administrator