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  2. Affinity Financial Advisory, LLC

Filings through Oct 24, 2026.

Affinity Financial Advisory, LLC

EIN 43-1992211-investment banking-Latest filing 2025
Plans
1
Retirement
1
$1.1M assets
Health & Benefits
0
Participants
3
7300 PARK AVENUE - ALLEN PARK, MI 48101313-294-9290affinityfa.comLinkedIn1-10 employeesinvestment banking
Plans on this EIN
1 filing
#001401(k)-$1.1M - 3 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

AFFINITY FINANCIAL ADVISORY 401K PROFIT SHARING PLAN

401(k)

Assets$1.1M
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001AFFINITY FINANCIAL ADVISORY 401K PROFIT SHARING PLAN401(k)$1.1M32025
  • AFFINITY FINANCIAL ADVISORY 401K PROFIT SHARING PLAN$1.1M
    #001 · 401(k) · 20253
Retirement plans
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