How big is Aufman Associates Inc.'s plan?

Aufman Associates Inc.'s plan reported $2.3M in assets and 10 participants for 2024.

Original filing (PDF)20250829160619NAL0011282321001

Aufman Associates Inc.

Name: Aufman Associates Inc. — Aufman Associates Inc., Form 5500 (2024)
Creator: Aufman Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aufman Associates Inc. 401(k) Plan

401(k) retirement plan · Aufman Associates Inc.'s Aufman Associates Inc. 401(k) Plan held $2.3M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Aufman Associates Inc.'s EIN is 25-1839781.

EIN 25-1839781

Plan number 004

Plan year 2024

ACK ID 20250829160619NAL0011282321001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aufman Associates Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aufman Associates Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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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