Affinity Wealth Management

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

693

Total plan assets

$346.2M

Filings (rows)

Direct comp

$75K

Indirect comp

SERVICES PROVIDED

Other service providers3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Young Conaway Stargatt & Taylor, LLP YCS&T Retirement Plan · all filings	WILMINGTON, DE	Other service providers	257	$131.4M	$44K	$0
Young Conaway Stargatt & Taylor, LLP YCS&T Retirement Plan · all filings	WILMINGTON, DE	Other service providers	219	$115.6M	$16K	$0
Young Conaway Stargatt & Taylor, LLP YCS&T Retirement Plan · all filings	WILMINGTON, DE	Other service providers	217	$99.3M	$15K	$0