How big is Affiliated Private Investors, LLC's plan?

Affiliated Private Investors, LLC's plan reported $895K in assets and 6 participants for 2024.

Original filing (PDF)20250722114958NAL0001191651001

Affiliated Private Investors, LLC

Name: Affiliated Private Investors, LLC — Affiliated, Form 5500 (2024)
Creator: Affiliated Private Investors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affiliated Private Investors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Affiliated Private Investors, LLC's Affiliated Private Investors, LLC 401(k) Profit Sharing Plan held $895K in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$895K

Net assets (EOY)

$895K

People on this filing

Brian McNally signed Affiliated Private Investors, LLC's 2024 Form 5500 as plan administrator.

Brian McNally — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Affiliated Private Investors, LLC's EIN is 22-3307501.

EIN 22-3307501

Plan number 001

Plan year 2024

ACK ID 20250722114958NAL0001191651001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Affiliated Private Investors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Affiliated Private Investors, 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 AFFILIATED PRIVATE INVESTORS, 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