# Affiance Financial, LLC 401(k) Plan
Source: https://planprovider.pro/companies/affiance-financial-llc-401k-plan

> Affiance Financial, LLC&#39;s 401(k) plan: 22 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Affiance Financial, LLC

- **Sponsor EIN:** 411991971

- **Sponsor Address:** 600 HIGHWAY 169 SOUTH, SUITE 1750, ST. LOUIS PARK, MN, 55426

- **Plan Type:** 401(k)

- **Total Participants:** 22

- **Total Assets:** $13.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|22|$13.2M|$303,336|$229,502|

| 2023|22|$11.3M|$267,012|$201,783|

| 2022|21|$9.4M|$284,969|$234,888|

## Similar Plans

- [Morgan Planning Group, LLC](https://planprovider.pro/companies/morgan-planning-group-llc-401k-plan) — 13 participants

- [701 Insurance Services, LLC](https://planprovider.pro/companies/701-insurance-services-llc-401k-plan) — 6 participants

- [Transcend Group, INC.](https://planprovider.pro/companies/transcend-group-inc-401k-plan) — 4 participants

- [Pkhk INC.](https://planprovider.pro/companies/pkhk-inc-plan) — 3 participants

- [Sw Enterprises INC.](https://planprovider.pro/companies/sw-enterprises-inc-401k-plan) — 3 participants

- [Ellis Peilen & Son INC](https://planprovider.pro/companies/ellis-peilen-son-inc-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/affiance-financial-llc-401k-plan)

&copy; 2026 PlanProvider.Pro
