How big is Affinity Consulting Group, LLC's plan?

Affinity Consulting Group, LLC's plan reported $9.5M in assets and 86 participants for 2024.

Original filing (PDF)20250623084550NAL0003461667001

Affinity Consulting Group, LLC

Name: Affinity Consulting Group, LLC — Affinity Consulting, Form 5500 (2024)
Creator: Affinity Consulting Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinity Consulting Group 401(k) Profit Sharing Plan

401(k) retirement plan · Affinity Consulting Group, LLC's Affinity Consulting Group 401(k) Profit Sharing Plan held $9.5M in plan assets for 86 participants in 2024.

Active participants

Accounts w/ balance

111

Plan assets (EOY)

$9.5M

Net assets (EOY)

$9.5M

People on this filing

Kathy Powell signed Affinity Consulting Group, LLC's 2024 Form 5500 as plan administrator.

Kathy Powell — 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

Affinity Consulting Group, LLC's EIN is 27-2534464.

EIN 27-2534464

Plan number 001

Plan year 2024

ACK ID 20250623084550NAL0003461667001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Affinity Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Affinity Consulting Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFFINITY CONSULTING GROUP, 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