How big is Affinity Wealth, LLC's plan?

Affinity Wealth, LLC's plan reported $370K in assets and 4 participants for 2024.

Original filing (PDF)20250731191531NAL0007530544001

Affinity Wealth, LLC

Name: Affinity Wealth, LLC — The Affinity Group 401(k), Form 5500 (2024)
Creator: Affinity Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Affinity Group 401(k) Plan

401(k) retirement plan · Affinity Wealth, LLC's The Affinity Group 401(k) Plan held $370K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$370K

Net assets (EOY)

$370K

Plan identifiers

Affinity Wealth, LLC's EIN is 81-3662853.

EIN 81-3662853

Plan number 001

Plan year 2024

ACK ID 20250731191531NAL0007530544001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Affinity Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFFINITY WEALTH, LLC.

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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