How big is Association for Financial Professionals' plan?

Association for Financial Professionals' plan reported $23.8M in assets and 53 participants for 2024.

Original filing (PDF)20260128172647NAL0004524273001

Association for Financial Professionals

Name: Association for Financial Professionals — Form 5500 Plan 002 (2024)
Creator: Association for Financial Professionals
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Association for Financial Professionals 401(k) Retirement Plan

401(k) retirement plan · Association for Financial Professionals' Association for Financial Professionals 401(k) Retirement Plan held $23.8M in plan assets for 53 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$23.8M

Net assets (EOY)

$23.8M

Plan identifiers

Association for Financial Professionals' EIN is 58-1424769.

EIN 58-1424769

Plan number 002

Plan year 2024

ACK ID 20260128172647NAL0004524273001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Association for Financial Professionals' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

ASSOCIATION FOR FINANCIAL PROFESSIONALS

EIN

all filings

Address

12345 PARKLAWN DR., SUITE 200 · PMB 1001 · ROCKVILLE, MD · 20852

Phone

(301) 907-2862

Industry

Other Services (ex. Public Admin)

Plan administrator