How big is Affinity Investment Advisors, LLC's plan?

Affinity Investment Advisors, LLC's plan reported $1.3M in assets and 4 participants for 2025.

Original filing (PDF)20260519131742NAL0001264896001

Affinity Investment Advisors, LLC

Name: Affinity Investment Advisors, LLC — Affinity Investm, Form 5500 (2025)
Creator: Affinity Investment Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinity Investment Advisors 401(k) Profit Sharing Plan

401(k) retirement plan · Affinity Investment Advisors, LLC's Affinity Investment Advisors 401(k) Profit Sharing Plan held $1.3M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

Plan identifiers

Affinity Investment Advisors, LLC's EIN is 33-0934127.

EIN 33-0934127

Plan number 001

Plan year 2025

ACK ID 20260519131742NAL0001264896001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Affinity Investment Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Affinity Investment Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INVESTMENT ADVISORS, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

AFFINITY INVESTMENT ADVISORS, LLC

EIN

all filings

Address

5140 BIRCH STREET, SUITE 300 · NEWPORT BEACH, CA · 92660

Phone

(949) 660-6373

Industry

Finance & Insurance

Plan administrator