AUMdb

Afiniti 401(k) Plan

Sponsored by Afiniti Inc. · EIN 550872266 · Plan #001

Total assets
$19.5M
Net assets
$19.5M
Active participants
213
With balances
262

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Merrill Lynch Pierce Fenner Investment advisory (plan) $26,089
Apro Llp Other fees $11,720
Empower Annuity Insurance Company Recordkeeping fees $1,686
Prime Benefits Inc Contract administrator $1,646
The Retirement Advantage Inc Contract administrator $1,629