· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AFFINITY TOOL WORKS LLC — AFFINITY TOOL WORKS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
Back to filter
Original filing (PDF)
20240403104714NAL0017131680001
AFFINITY TOOL WORKS LLC
Form 5500-SF
FILING_RECEIVED
AFFINITY TOOL WORKS LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
20
Accounts w/ balance
24
Plan assets (EOY)
$237K
Net assets (EOY)
$237K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AFFINITY TOOL WORKS LLC
.
Find decision makers
Plan sponsor
Name
AFFINITY TOOL WORKS LLC
EIN
38-3672838
Address
1161 RANKIN · TROY, MI · 48083
Phone
(248) 588-0395
Industry
Admin Support & Waste Mgmt
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2024-04-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Admin Support & Waste Mgmt plans
CONTINUUM HEALTH ALLIANCE, LLC
CONTINUUM HEALTH ALLIANCE, LLC 401(K) PROFIT SHARING PLAN
$237K · 108 participants
SHR MANAGEMENT LLC
SHR MANAGEMENT, LLC
$238K · 5 participants
PREMIER PAIN MANAGEMENT
PREMIER PAIN MANAGEMENT 401(K) PLAN
$237K · 4 participants
BLACK WALNUT WEALTH MANAGEMENT
BLACK WALNUT WEALTH MANAGEMENT 401(K) PLAN
$238K · 4 participants
ORBITAL PROJECT MANAGEMENT LLC
ORBITAL PROJECT MANAGEMENT LLC 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$237K · 5 participants
SHAMCO MANAGEMENT CO., INC.
SHAMCO MANAGEMENT CO. 401(K) PLAN
$238K · 12 participants
Large plans in Michigan
GENERAL MOTORS LLC
GENERAL MOTORS HOURLY-RATE EMPLOYEES PENSION PLAN
$44.8B · 15,648 participants
GENERAL MOTORS LLC
GENERAL MOTORS SAVINGS PLAN MASTER TRUST
$32.4B
THE COMMITTEE OF THE UAW RETIREE MEDICAL BENEFITS TRUST
UAW GM RETIREES MEDICAL BENEFITS PLAN
$30.6B
FORD MOTOR COMPANY
FORD MOTOR COMPANY MASTER TRUST FUND
$29.5B
FORD MOTOR COMPANY
FORD DEFINED CONTRIBUTION PLANS MASTER TRUST
$25.3B
GENERAL MOTORS LLC
GENERAL MOTORS RETIREMENT SAVINGS PLAN FOR SALARIED EMPLOYEES IN THE UNITED STATES
$23.1B · 41,023 participants
