Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AFFINITY WEALTH MANAGEMENT LLC
EIN 82-3504606investment managementLatest filing 2024
Plans
2
Retirement
2
$8.0M assets
Welfare
0
Participants
28
2751 CENTERVILLE ROAD, SUITE 110 - WILMINGTON, DE 19808302-652-6767affinitywealth.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $8.0M assets / 28 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 WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN
401k
Assets$6.9M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
AFFINITY WEALTH MANAGEMENT LLC CASH BALANCE PLAN
CashBalance
Assets$1.0M
Participants11
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 WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN | 401k | $6.9M | 17 | 2024 | |
| 002 | AFFINITY WEALTH MANAGEMENT LLC CASH BALANCE PLAN | CashBalance | $1.0M | 11 | 2024 |
Retirement plans