How big is Affinity Financial, LLC's plan?

Affinity Financial, LLC's plan reported $24K in assets and 9 participants for 2024.

Original filing (PDF)20250722165614NAL0001524275001

Affinity Financial, LLC

Name: Affinity Financial, LLC — Affinity Financial New, Form 5500 (2024)
Creator: Affinity Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Affinity Financial New 401(k) Plan

401(k) retirement plan · Affinity Financial, LLC's Affinity Financial New 401(k) Plan held $24K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

People on this filing

Andrew Mitchell signed Affinity Financial, LLC's 2024 Form 5500 as plan administrator.

Andrew Mitchell — 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

Affinity Financial, LLC's EIN is 85-0609077.

EIN 85-0609077

Plan number 002

Plan year 2024

ACK ID 20250722165614NAL0001524275001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Affinity Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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