Assets by plan
Share of aggregate retirement assets
Filings through .
Affinity Energy Management LLC
EIN 41-2222558facilities servicesLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Health & Benefits
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 / $3.9M assets / 4 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
AFFINITY ENERGY MANAGEMENT LLC 401(K) PLAN
401(k)
Assets$3.2M
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
AFFINITY ENERGY MANAGEMENT, LLC CASH BALANCE PLAN
Cash balance
Assets$664K
Participants2
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | AFFINITY ENERGY MANAGEMENT LLC 401(K) PLAN | 401(k) | $3.2M | 2 | 2025 |
| #002 | AFFINITY ENERGY MANAGEMENT, LLC CASH BALANCE PLAN | Cash balance | $664K | 2 | 2025 |
- #001 · 401(k) · 20252
- #002 · Cash balance · 20252
Retirement plans