Original filing (PDF)20250829160619NAL0011282321001

AUFMAN ASSOCIATES INC.

Name: AUFMAN ASSOCIATES INC. — AUFMAN ASSOCIATES INC. 401(K) PLAN, Form 5500 (2024)
Creator: AUFMAN ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

AUFMAN ASSOCIATES INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AUFMAN ASSOCIATES INC..

Plan sponsor

Name

AUFMAN ASSOCIATES INC.

EIN

25-1839781

Address

2200 GEORGETOWN DRIVE · SUITE 401 · SEWICKLEY, PA · 15143

Phone

(724) 934-5600

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

004

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-29

Pension benefit codes

2G · Total participant-directed accounts

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

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

2A · Age/service weighted or new comparability

2K · 401(m) arrangement

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

MKD WEALTH COACHES, LLC

MKD WEALTH COACHES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

$2.3M · 11 participants

DRAKE-KINZER WEALTH MANAGEMENT, LLC

DRAKE-KINZER WEALTH MANAGEMENTLLC 401K PSP

$2.3M · 3 participants

CFS, INC

COMPREHENSIVE FINANCIAL SOLUTIONS 401K

$2.3M · 16 participants

ST. CROIX FAMILY DENTISTRY, S.C.

ST. CROIX FAMILY DENTISTRY, S.C. 401(K) PROFIT SHARING PLAN

$2.3M · 18 participants

THE WEALTH CONSULTING GROUP

HYONG SUK PAU PROFIT SHARING PLAN