How big is AF&Co LLC's plan?

AF&Co LLC's plan reported $1.0M in assets and 18 participants for 2025.

Original filing (PDF)20260422220750NAL0008839394070

AF&Co LLC

Name: AF&Co LLC — Andrew Freeman & Co 401(k) Plan, Form 5500 (2025)
Creator: AF&Co LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Andrew Freeman & Co 401(k) Plan

401(k) retirement plan · AF&Co LLC's Andrew Freeman & Co 401(k) Plan held $1.0M in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Elantha Barry signed AF&Co LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AF&Co LLC's EIN is 82-2336830.

EIN 82-2336830

Plan number 002

Plan year 2025

ACK ID 20260422220750NAL0008839394070

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for AF&Co LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

AF&Co LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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 (95th percentile).

Plan sponsor

Name

AF&CO LLC

EIN

all filings

Address

1160 MISSION STREET · UNIT 2211 · SAN FRANCISCO, CA · 94103

Phone

(415) 254-5447

Industry

Professional & Technical Services

Plan administrator