Plan Snapshot
- Plan Sponsor: Affinius Capital LLC
- Sponsor EIN: 742237999
- Sponsor Address: 9830 COLONNADE BLVD,SUITE 600, SAN ANTONIO, TX, 78230
- Plan Type: 401(k)
- Total Participants: 141
- Total Assets: $120.6M
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 | 141 | $120.6M | $3.7M | $5.1M |
| 2023 | 281 | $106.1M | $3.9M | $5.4M |
| 2022 | 289 | $86.1M | $3.1M | $4.4M |
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 |
|---|---|---|---|---|
| RSM US LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RSM US LLP — 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 | $101,253 | $43,519 | — | — | — |
| 2023 | $94,011 | $38,877 | — | — | — |
| 2022 | $87,500 | — | — | — | — |