How big is Kimberly Afonso Consulting Group's plan?

Kimberly Afonso Consulting Group's plan reported $232K in assets and 1 participants for 2025.

Original filing (PDF)20260430220515NAL0000282883058

Kimberly Afonso Consulting Group

Name: Kimberly Afonso Consulting Group — Kimberly Afonso, Form 5500 (2025)
Creator: Kimberly Afonso Consulting Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kimberly Afonso Consulting Group 401(k) Plan

401(k) retirement plan · Kimberly Afonso Consulting Group's Kimberly Afonso Consulting Group 401(k) Plan held $232K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$232K

Net assets (EOY)

$232K

People on this filing

Elantha Barry signed Kimberly Afonso Consulting Group'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

Kimberly Afonso Consulting Group's EIN is 85-4367364.

EIN 85-4367364

Plan number 001

Plan year 2025

ACK ID 20260430220515NAL0000282883058

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Kimberly Afonso Consulting Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Kimberly Afonso Consulting Group'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 KIMBERLY AFONSO CONSULTING GROUP.

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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 average account balance (91st percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

KIMBERLY AFONSO CONSULTING GROUP

EIN

all filings

Address

230 E AVON ROAD · APT 1 · BROOKHAVEN, PA · 19015

Phone

(617) 335-5610

Industry

Professional & Technical Services

Plan administrator