# Affinity Southeast 401(k) Plan
Source: https://planprovider.pro/companies/affinity-southeast-401k-plan

> Affinity Southeast's 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Affinity Southeast

- **Sponsor EIN:** 800587545

- **Sponsor Address:** 8811 SIDNEY CIRCLE, CHARLOTTE, NC, 28269

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

- **Total Participants:** 112

- **Total Assets:** $9.3M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|112|$9.3M|$348,252|$933,166|

| 2023|120|$9.8M|$316,540|$860,714|

| 2022|113|$8.5M|$307,620|$855,443|

## 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|

| PARSONS CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PARSONS CPA, PLLC](https://planprovider.pro/provider/parsons-cpa-pllc) — 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|$61,662|$34,191|—|—|—|

| 2023|$53,352|$26,629|—|—|—|

| 2022|$57,119|$28,942|$28,177|—|—|

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