AUMdb

Affinity Development Group 401(k) Profit Sharing Plan

Sponsored by Affinity Development Group, Inc. · EIN 330900825 · Plan #001

Total assets
$40.1M
Net assets
$40.1M
Active participants
236
With balances
311

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
Empower Annuity Insurance Company O Recordkeeping fees $14,096
Charles Schwab & Co., Inc. Securities brokerage $6