· 2022–2024 · DOL EFAST2

American Journey Financial Life — AJFL Staff 401(k), Form 5500 (2025)

Original filing (PDF)20260611111807NAL0006205297001

American Journey Financial Life

Form 5500-SF

FILING_RECEIVED

AJFL Staff 401(k) Plan

401(k) retirement plan · American Journey Financial Life's AJFL Staff 401(k) Plan held $3.3M in plan assets for 16 participants in 2025.

Active participants

16

Accounts w/ balance

23

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

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

76

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 AMERICAN JOURNEY FINANCIAL LIFE.

Plan sponsor

Name

AMERICAN JOURNEY FINANCIAL LIFE

EIN

23-7131460all filings

Address

6060 ROCKSIDE WOODS BLVD N · STE 220 · INDEPENDENCE, OH · 441317303

Phone

(216) 227-5293

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-06-11

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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