Affinipay 401(k) Plan
Sponsored by Affinipay Llc · EIN 721601420 · Plan #001
- Total assets
- $41.5M
- Net assets
- $41.5M
- Active participants
- 475
- With balances
- 542
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 |
|---|---|---|
| Creative Planning, Llc CRD 105348 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Ml&R Wealth Management Llc | Plan administrator, Investment advisory (participants), Investment advisory (plan) | $34,370 |
| Creative Planning Holdco | Plan administrator, Investment advisory (participants), Investment advisory (plan) | $25,197 |
| Voya Retirement Insurance & Annuity | Recordkeeping, Custodial (securities), Trustee (institutional) | $6,297 |