# Afiniti INC. 401(k) Plan
Source: https://planprovider.pro/companies/afiniti-inc-401k-plan

> Afiniti INC.'s 401(k) plan: 213 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Afiniti INC.

- **Sponsor EIN:** 550872266

- **Sponsor Address:** 1701 PENNSYLVANIA AVENUE NW, WASHINGTON, DC, 20006

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

- **Total Participants:** 213

- **Total Assets:** $19.5M

## 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|213|$19.5M|$1.1M|$2.6M|

| 2023|226|$14.8M|$1.3M|$2.6M|

| 2022|264|$10.7M|$1.1M|$2.6M|

| 2020|279|$5.1M|$0|$0|

## 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|

| MERRILL LYNCH PIERCE FENNER|INVESTMENT ADVISOR|$26,089|—|$26,089|

| APRO LLP|OTHER|$11,720|—|$11,720|

| THE RETIREMENT ADVANTAGE INC|CONTRACT ADMIN|$1,629|$5,815|$7,444|

| HOZIK & COMPANY, P. L. C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [HOZIK & COMPANY, P. L. C.](https://planprovider.pro/provider/hozik-and-company-plc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $45,253

- **Estimated Expense Ratio:** 0.232% of plan assets

### 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|$97,478|—|—|—|—|

| 2023|$64,752|—|—|—|—|

| 2022|$49,538|—|$49,538|—|—|

| 2020|$51,546|—|$51,546|—|—|

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