Original filing (PDF)20251126081458NAL0002428483001

AMERICAN FINANCE & INVESTMENT CO., INC.

Name: AMERICAN FINANCE & INVESTMENT CO., INC. — AMERICAN FINANCE & INVESTMENT CO., INC. CASH BALANCE PENSION PLAN & TRUST, Form 5500 (2024)
Creator: AMERICAN FINANCE & INVESTMENT CO., INC.

Form 5500-SF

FILING_RECEIVED

AMERICAN FINANCE & INVESTMENT CO., INC. CASH BALANCE PENSION PLAN & TRUST

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$8.9M

Net assets (EOY)

$8.9M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AMERICAN FINANCE & INVESTMENT CO., INC..

Plan sponsor

Name

AMERICAN FINANCE & INVESTMENT CO., INC.

EIN

74-1041633

Address

2211 E. MISSOURI AVE. STE. S320 · EL PASO, TX · 79903

Phone

(915) 532-1625

Industry

Finance & Insurancesee all

Plan administrator