AUMdb

Afni, Inc. 401(k) Plan

Sponsored by Afni, Inc. · EIN 371105130 · Plan #002

Total assets
$64.0M
Net assets
$64.0M
Active participants
2,738
With balances
2,460

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

Linked investment advisers

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

Firm Match Plan year
Strategic Advisors Llc CRD 125882 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Fidelity Investments Institutional Participant loan processing, Sub-transfer agency fees, Recordkeeping fees $69,040
Strategic Advisors, Inc. Investment advisory (plan) $11,288