How big is AFG Financial LLC's plan?

AFG Financial LLC's plan reported $345K in assets and 3 participants for 2025.

Original filing (PDF)20260407220041NAL0009302337040

AFG Financial LLC

Name: AFG Financial LLC — AFG Financial LLC 401(k) Plan, Form 5500 (2025)
Creator: AFG Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AFG Financial LLC 401(k) Plan

401(k) retirement plan · AFG Financial LLC's AFG Financial LLC 401(k) Plan held $345K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$345K

Net assets (EOY)

$345K

People on this filing

Elantha Barry signed AFG Financial 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

AFG Financial LLC's EIN is 83-2261429.

EIN 83-2261429

Plan number 001

Plan year 2025

ACK ID 20260407220041NAL0009302337040

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AFG FINANCIAL 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

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 (89th percentile).

Plan sponsor

Name

AFG FINANCIAL LLC

EIN

all filings

Address

10935 E VILLA MONTE DR · MUKILTEO, WA · 98275

Phone

(206) 354-5836

Industry

Finance & Insurance

Plan administrator