Affinity Investment Group

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,920

Total plan assets

$288.8M

Filings (rows)

Direct comp

$234K

Indirect comp

$982

Showing only "AFFINITY INVESTMENT GROUP"

View all 2 variants aggregated →

AFFINITY INVESTMENT ADVISORS14 AFFINITY INVESTMENT GROUP6

SERVICES PROVIDED

Advisor / Consultant3

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Hawaii Sheet Metal Workers Health & Welfare Trust Fund Hawaii Sheet Metal Workers Health & Welfare Trust · all filings	HONOLULU, HI	Other service providers	440	$102.6M	$82K	$0
Hawaii Sheet Metal Workers Health & Welfare Trust Fund Hawaii Sheet Metal Workers Health & Welfare Trust · all filings	HONOLULU, HI	Other service providers	530	$88.9M	$52K	$0
Board of Trustees of Hawaii Sheet Metal Workers Health and Welfare Hawaii Sheet Metal Workers Health & Welfare Trust Fund · all filings	HONOLULU, HI	Other service providers	548	$82.2M	$68K	$0
Hopeful Journeys Educational Center, Inc. Hopeful Journeys Educational Center, Inc. 401(k) Profit Sharing Plan · all filings	BEVERLY, MA	Advisor / Consultant	132	$6.1M	$12K	$982
Hopeful Journeys Educational Center, Inc. Hopeful Journeys Educational Center, Inc. 401(k) Profit Sharing Plan · all filings	BEVERLY, MA	Advisor / Consultant	132	$5.0M	$11K	$0
Hopeful Journeys Educational Center, Inc. Hopeful Journeys Educational Center, Inc. 401(k) Profit Sharing Plan · all filings	BEVERLY, MA	Advisor / Consultant	138	$3.9M	$8K	$0