How big is AFIA Wealth Management's plan?

AFIA Wealth Management's plan reported $79 in assets and 1 participants for 2024.

Original filing (PDF)20250725120505NAL0005808225001

AFIA Wealth Management

Name: AFIA Wealth Management — AFIA Wealth Management OFB, Form 5500 (2024)
Creator: AFIA Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AFIA Wealth Management OFB Benefit Plan

Health & welfare plan · AFIA Wealth Management's AFIA Wealth Management OFB Benefit Plan held $79 in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$79

Net assets (EOY)

$33

People on this filing

Trevor Kirkpatrick signed AFIA Wealth Management's 2024 Form 5500 as plan administrator.

Trevor Kirkpatrick — 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

AFIA Wealth Management's EIN is 88-0528879.

EIN 88-0528879

Plan number 501

Plan year 2024

ACK ID 20250725120505NAL0005808225001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AFIA Wealth Management's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score