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Original filing (PDF)20250318124721NAL0003200017001
AFFINITY HEALTH CENTER
Form 5500-SF
FILING_RECEIVED
AFFINITY HEALTH CENTER 403(B) PLAN
403(b) retirement plan
Active participants
102
Accounts w/ balance
69
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
- 68% balance-to-active ratio — below typical for a healthy 401(k).
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AFFINITY HEALTH CENTER.
Plan sponsor
Name
AFFINITY HEALTH CENTER
EIN
57-1092940
Address
455 LAKESHORE PARKWAY · ROCK HILL, SC · 29730
Phone
(803) 909-9710
Industry
Outpatient Care Centers· Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
403
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-03-18
Pension benefit codes
2L · 403(b)(1) annuity
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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