How big is Affiliated Financial Advisors Inc.'s plan?

Affiliated Financial Advisors Inc.'s plan reported $4.2M in assets and 6 participants for 2024.

Original filing (PDF)20250915105739NAL0000667299001

Affiliated Financial Advisors Inc.

Name: Affiliated Financial Advisors Inc. — AFA 401(k), Form 5500 (2024)
Creator: Affiliated Financial Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AFA 401(k) Retirement Plan

401(k) retirement plan · Affiliated Financial Advisors Inc.'s AFA 401(k) Retirement Plan held $4.2M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.2M

Net assets (EOY)

$4.2M

People on this filing

George Schmidley signed Affiliated Financial Advisors Inc.'s 2024 Form 5500 as plan administrator.

George Schmidley — 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

Affiliated Financial Advisors Inc.'s EIN is 39-1744613.

EIN 39-1744613

Plan number 001

Plan year 2024

ACK ID 20250915105739NAL0000667299001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Affiliated Financial Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Affiliated Financial Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFFILIATED FINANCIAL ADVISORS INC.

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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