How big is American Financial Management Group's plan?

American Financial Management Group's plan reported $151K in assets and 4 participants for 2025.

Original filing (PDF)20260402115908NAL0003270771001

American Financial Management Group

Name: American Financial Management Group — American, Form 5500 (2025)
Creator: American Financial Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

American Financial Management Group 401(k) Plan

401(k) retirement plan · American Financial Management Group's American Financial Management Group 401(k) Plan held $151K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

People on this filing

Frances Logue signed American Financial Management Group's 2025 Form 5500 as plan administrator.

Frances Logue — 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

American Financial Management Group's EIN is 23-2500680.

EIN 23-2500680

Plan number 001

Plan year 2025

ACK ID 20260402115908NAL0003270771001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for American Financial Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

American Financial Management Group'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 AMERICAN FINANCIAL MANAGEMENT GROUP.

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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

Knocking points off