How big is Affinity Credit Union's plan?

Affinity Credit Union's plan reported $2.0M in assets and 38 participants for 2025.

Original filing (PDF)20260330134213NAL0020671362001

Affinity Credit Union

Name: Affinity Credit Union — Affinity Credit Union, Form 5500 (2025)
Creator: Affinity Credit Union
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinity Credit Union Capital Accumulation Plan

401(k) retirement plan · Affinity Credit Union's Affinity Credit Union Capital Accumulation Plan held $2.0M in plan assets for 38 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Carmen Wooley signed Affinity Credit Union's 2025 Form 5500 as plan administrator.

Carmen Wooley — 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

Affinity Credit Union's EIN is 42-0794732.

EIN 42-0794732

Plan number 001

Plan year 2025

ACK ID 20260330134213NAL0020671362001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Affinity Credit Union from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Affinity Credit Union's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFFINITY CREDIT UNION.

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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