Coverage by line
Premium dollars by benefit type (bundled lines overlap)
- Other$190K
- Life$186K
- Short-term disability$186K
- Long-term disability$186K
- Vision$23K
Sponsor portfolio
AUTOMATED FINANCIAL SYSTEMS, LLC
EIN 23-1724335computer softwareLatest filing 2025
Plans
2
Retirement
1
$85.1M assets
Welfare
1
$212K premiums
Participants
609
123 SUMMIT DRIVE - EXTON, PA 19341610-524-9300afsvision.comLinkedIn201-500 employeescomputer software
Plans on this EIN
2 filingsBenefits portfolio analytics
1 plan / $212K premiums / 242 covered livesCarrier market share
Premium dollars by Schedule A carrier
87%top
- HARTFORD LIFE AND ACCIDENT87%
- VISION SERVICE PLAN11%
- BENEFIT INTELLIGENCE2%
Broker market share
Schedule A broker compensation
100%top
- LOCKTON COMPANIES, LLC100%
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN
401k
Assets$85.1M
Participants367
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
AUTOMATED FINANCIAL SYSTEMS, LLC HEALTH AND WELFARE PLAN
Mixed - HARTFORD LIFE AND ACCIDENT
Premiums$212K
Covered lives242
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AUTOMATED FINANCIAL SYSTEMS, INC. 401(K) SALARY REDUCTION PLAN | 401k | $85.1M | 367 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | AUTOMATED FINANCIAL SYSTEMS, LLC HEALTH AND WELFARE PLAN | Mixed | HARTFORD LIFE AND ACCIDENT | $212K | 242 | 2025 |
Retirement plans
Welfare plans