Back to filter
Original filing (PDF)20241014155554NAL0046702016001
AFFINAQUEST TECHNOLOGIES, LLC
Form 5500
FILING_RECEIVED
AFFINAQUEST TECHNOLOGIES, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
87
Accounts w/ balance
162
Plan assets (EOY)
$6.6M
Net assets (EOY)
$6.5M
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFFINAQUEST TECHNOLOGIES, LLC.
Plan sponsor
Name
AFFINAQUEST TECHNOLOGIES, LLC
EIN
38-3780129
Address
12020 SUNRISE VALLEY DRIVE · SUITE 150 · RESTON, VA · 20191
Phone
(703) 669-5602
Industry
Software Publishers· Information / Tech / Mediasee 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
2024-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2A · Age/service weighted or new comparability
2T · Default investment account (QDIA)
2S · Automatic enrollment
Audit & trust (Schedule H)
Auditor
CHERRY BEKAERT
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $29K | — |
Investments
The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.
See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.
Related plans
Other plans using PCS RETIREMENT, LLC
AMERICAN MULTISPECIALTY GROUP DBA ESSE HEALTH
ESSE HEALTH PROFIT SHARING PLAN
$206.5M · 803 participants
ADVISORTRUST, INC.
401(K) SIMPLIFIED FLEXIBLE
$157.4M · 5,104 participants
KAYNE ANDERSON CAPITAL ADVISORS, L.P.
KAYNE ANDERSON CAPITAL ADVISORS 401(K) PLAN
$140.7M · 345 participants
JEFFERSON HOSPITAL ASSOCIATION, INC
JEFFERSON HOSPITAL ASSOCIATION 401(K) RETIREMENT SAVINGS PLAN
$130.1M · 1,517 participants
ST. BERNARDS PHYSICIAN CLINICS
ST. BERNARDS PHYSICIAN CLINICS INC. RETIREMENT PLAN
$112.5M · 781 participants
SAVANT CAPITAL, LLC
SAVANT CAPITAL, LLC 401(K) PLAN
$79.3M · 570 participants
Similar-size Software Publishers plans
SMULE, INC.
SMULE, INC. 401(K) PLAN
$6.6M · 20 participants
TRANSPARENT LANGUAGE, INC.
TRANSPARENT LANGUAGE, INC. 401(K) PLAN
$6.6M · 36 participants
RENEWED VISION, LLC
RENEWED VISION, LLC CASH BALANCE PLAN
$6.5M · 32 participants
RAKEN, INC.
RAKEN 401(K) PLAN
$6.6M · 105 participants
MEDICAL GUARDIAN, LLC
MEDICAL GUARDIAN, LLC 401(K) PLAN
$6.6M · 370 participants
CLOUD IMPERIUM GAMES, LLC
CLOUD IMPERIUM GAMES, LLC 401(K) PLAN
$6.5M · 32 participants
Large plans in Virginia
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
GENERAL DYNAMICS CORPORATION
GENERAL DYNAMICS CORPORATION 401(K) PLAN MASTER TRUST AGREEMENT
$23.5B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN PENSION PLAN
$18.8B · 11,507 participants
NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
401(K) PENSION PLAN
$16.8B · 61,593 participants
NORTHROP GRUMMAN CORPORATION
NG DB MT FIXED INCOME FUND
$13.0B
