How big is Affinity Financial Advisory, LLC's plan?

Affinity Financial Advisory, LLC's plan reported $1.7M in assets and 2 participants for 2024.

Original filing (PDF)20250915085914NAL0001181760001

Affinity Financial Advisory, LLC

Name: Affinity Financial Advisory, LLC — Affinity Financia, Form 5500 (2024)
Creator: Affinity Financial Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinity Financial Advisory 401(k) Profit Sharing Plan

401(k) retirement plan · Affinity Financial Advisory, LLC's Affinity Financial Advisory 401(k) Profit Sharing Plan held $1.7M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Gaetano Cappelletti signed Affinity Financial Advisory, LLC's 2024 Form 5500 as plan administrator.

Gaetano Cappelletti — 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 Financial Advisory, LLC's EIN is 43-1992211.

EIN 43-1992211

Plan number 001

Plan year 2024

ACK ID 20250915085914NAL0001181760001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Affinity Financial Advisory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Affinity Financial Advisory, LLC's plan includes profit-sharing, 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 AFFINITY FINANCIAL ADVISORY, 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