Plan Snapshot
- Plan Sponsor: Affiniti Golf Partners, LLC
- Sponsor EIN: 263671531
- Sponsor Address: 6716 JAMESTOWN DRIVE, ALPHARETTA, GA, 30005
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $63,233
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- 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 | 0 | $63,233 | $10,843 | $79,798 |
| 2023 | 759 | $2.0M | $47,544 | $369,125 |
| 2022 | 634 | $896,537 | $26,957 | $315,090 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| WINDHAM BRANNON,LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- WINDHAM BRANNON,LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $6,193 | — | $6,193 | — | — |
| 2023 | $13,319 | — | $13,319 | — | — |
| 2022 | $12,963 | — | $12,963 | — | — |