Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AFFINITY ENERGY MANAGEMENT LLC
EIN 41-2222558facilities servicesLatest filing 2024
Plans
2
Retirement
2
$3.4M assets
Welfare
0
Participants
4
220 CHERRY BLOSSOM PLACE - HOCKESSIN, DE 197072045302-218-8920affinityenergymanagement.comLinkedIn1-10 employeesfacilities services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.4M assets / 4 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AFFINITY ENERGY MANAGEMENT LLC 401(K) PLAN
401k
Assets$3.0M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AFFINITY ENERGY MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$431K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AFFINITY ENERGY MANAGEMENT LLC 401(K) PLAN | 401k | $3.0M | 2 | 2024 | |
| 002 | AFFINITY ENERGY MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $431K | 2 | 2024 |
Retirement plans