How big is Association Financial Services' plan?

Association Financial Services' plan reported $1.4M in assets and 16 participants for 2024.

Original filing (PDF)20251001194551NAL0016567488001

Association Financial Services

Name: Association Financial Services — AFS, Inc. 401(k), Form 5500 (2024)
Creator: Association Financial Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AFS, Inc. 401(k) Plan

401(k) retirement plan · Association Financial Services' AFS, Inc. 401(k) Plan held $1.4M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Association Financial Services' EIN is 20-5636795.

EIN 20-5636795

Plan number 002

Plan year 2024

ACK ID 20251001194551NAL0016567488001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Association Financial Services' plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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

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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