Guilherme CE signed Affinipay LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Affinipay LLC's EIN is 72-1601420.
Download the official 2024 Form 5500 (PDF) for Affinipay LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Affinipay LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VOYA RETIREMENT INSURANCE & ANNUITY | 71-0294708 | — | RECORDKEEP/CUSTODY/TRUST | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ML&R WEALTH MANAGEMENT LLC | 74-2900215 | AUSTIN, TX | INVESTMENT ADVISOR/TPA | $34K | — |
| CREATIVE PLANNING HOLDCO |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 84-4519624 |
| OVERLAND PARK, KS |
| INVESTMENT ADVISOR/TPA |
| $25K |
| — |
