How big is Association Financial Services, LLC's plan?

Association Financial Services, LLC's plan reported $3.1M in assets and 3 participants for 2024.

Original filing (PDF)20250919153522NAL0005622802001

Association Financial Services, LLC

Name: Association Financial Services, LLC — Association, Form 5500 (2024)
Creator: Association Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Association Financial Services, LLC 401(k) Plan

401(k) retirement plan · Association Financial Services, LLC's Association Financial Services, LLC 401(k) Plan held $3.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Association Financial Services, LLC's EIN is 20-5508049.

EIN 20-5508049

Plan number 001

Plan year 2024

ACK ID 20250919153522NAL0005622802001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Association Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Association Financial Services, 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 ASSOCIATION FINANCIAL SERVICES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (92nd percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ASSOCIATION FINANCIAL SERVICES, LLC

EIN

all filings

Address

4770 BISCAYNE BLVD, STE 730 · MIAMI, FL · 33137

Phone

(305) 677-0022

Industry

Professional & Technical Services

Plan administrator