Original filing (PDF)20260623091554NAL0008647136001

Staples Marketing, LLC d/b/a Affirm Agency

Name: Staples Marketing, LLC d/b/a Affirm Agency — Form 5500 Plan 001 (2025)
Creator: Staples Marketing, LLC d/b/a Affirm Agency
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affirm 401(k) Retirement Plan

401(k) retirement plan · Staples Marketing, LLC d/b/a Affirm Agency's Affirm 401(k) Retirement Plan held $2.2M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STAPLES MARKETING, LLC D/B/A AFFIRM AGENCY.

Plan sponsor

Name

STAPLES MARKETING, LLC D/B/A AFFIRM AGENCY

EIN

20-3962871all filings

Address

N28W23050 ROUNDY DR. SUITE 100 · PEWAUKEE, WI · 53072

Phone

(262) 650-9900

Industry

Professional & Technical Services

Plan administrator