How big is Affinity Capital Advisors' plan?

Affinity Capital Advisors' plan reported $1.8M in assets and 8 participants for 2024.

Original filing (PDF)20250630130707NAL0011187457001

Affinity Capital Advisors

Name: Affinity Capital Advisors — Affinity Capital, Form 5500 (2024)
Creator: Affinity Capital Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinity Capital Advisors Retirement Trust

401(k) retirement plan · Affinity Capital Advisors' Affinity Capital Advisors Retirement Trust held $1.8M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Affinity Capital Advisors' EIN is 46-1380672.

EIN 46-1380672

Plan number 001

Plan year 2024

ACK ID 20250630130707NAL0011187457001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Affinity Capital Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 CAPITAL ADVISORS.

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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