Andrea Hedges signed Affinity Development Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Affinity Development Group, Inc.'s EIN is 33-0900825.
Download the official 2024 Form 5500 (PDF) for Affinity Development Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Affinity Development Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKERAGE SERVICES | $6 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Self-Directed Brokerage Accounts Cash, Mutual Funds, Common Stock, Exchanged Traded Funds, and Unit Investment Trusts | Self-Directed Brokerage | — | — | $17.5M | 43.7% | |
| Pimco Realpath Blend 2035 Institutional Mutual Fund | Mutual Funds | — | — | $3.6M | 9.0% | |
| Pimco Realpath Blend 2045 Institutional Mutual Fund | Mutual Funds | — | — | $2.9M | 7.2% | |
| Pimco Realpath Blend 2040 Institutional Mutual Fund | Mutual Funds | — | — | $2.9M | 7.1% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $2.3M | 5.8% | |
| Pimco Realpath Blend 2050 Institutional Mutual Fund | Mutual Funds | — | — | $2.2M | 5.5% | |
| Pimco Realpath Blend 2030 Institutional Mutual Fund | Mutual Funds | — | — | $1.9M | 4.6% | |
| El Fixed Account - Series Class I Group Annunity Contract | Common Stocks | — | — | $1.5M | 3.8% | |
| Pimco Realpath Blend 2025 Institutional Mutual Fund | Mutual Funds | — | — | $1.4M | 3.4% | |
| American Century Growth R6 Mutual Fund | Other securities | — | — | $935K | 2.3% | |
| Pimco Realpath Blend 2055 Institutional Mutual Fund | Mutual Funds | — | — | $844K | 2.1% | |
| Pimco Realpath Blend Income Instl Mutual Fund | Mutual Funds | — | — | $565K | 1.4% | |
| Pimco Realpath Blend 2060 Institutional Mutual Fund | Mutual Funds | — | — | $380K | 0.9% | |
| Putnam Small Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $275K | 0.7% | |
| MFS Mid Cap Growth R6 Mutual Fund | Mutual Funds | — | — | $207K | 0.5% | |
| Fidelity Mid Cap Index Mutual Fund | Mutual Funds | — | — | $192K | 0.5% | |
| T. Rowe Price Value I Mutual Fund | Other securities | — | — | $192K | 0.5% | |
| Fidelity Advisor Total Bond Z Mutual Fund 345 Fidelity International Index Mutual Fund | Mutual Funds | — | — | $113K | 0.3% | |
| Pimco Real Estate Real Return Strategy I Mutual Fund | Mutual Funds | — | — | $65K | 0.2% | |
| Notes Receivable From Participants 4.25%-10.50% | Bonds / Notes | — | — | $59K | 0.1% | |
| MFS Mid Cap Value R6 Mutual Fund | Mutual Funds | — | — | $42K | 0.1% | |
| Fidelity Small Cap Index Mutual Fund | Mutual Funds | — | — | $40K | <0.1% | |
| Victory Sycamore Small Co Opportunity I Mutual Fund | Common Stocks | — | — | $38K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
