Original filing (PDF)20250425133245NAL0008914257001

Affinity Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Affinity Wealth Management 401(k) Plan

401(k) retirement plan · Affinity Wealth Management, LLC's Affinity Wealth Management 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Affinity Wealth Management, LLC's EIN is 65-1165833.

EIN 65-1165833

Plan number 001

Plan year 2024

ACK ID 20250425133245NAL0008914257001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Affinity Wealth Management, LLC's 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 WEALTH MANAGEMENT, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score