Affinity Acquisition 401(k) match, vesting and fees
What Affinity Acquisition's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | John Hancock Life Insurance Company | Schedule C ↗ |
| Independent auditor | Eide Bailly LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
How the plan compares
Plan year 2024 medians for 1,446 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Affinity Acquisition: employer contribution per participant | $1,222 | |
| Peer median | $1,495 |
| Affinity Acquisition: average balance | $3,199 | |
| Peer median | $34,563 |
| Affinity Acquisition: admin expenses ÷ assets | 3.66% | |
| Peer median | 0.51% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets were $611K at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 246 | $611K | $233K | $1,222 | 3.66% | Not published | Form 5500 ↗ |
Common questions
Does Affinity Acquisition match 401(k) contributions?
The match terms for the Brightstep 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $233K in employer contributions, about $1,222 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Affinity Acquisition 401(k) match vested?
The vesting schedule for the Brightstep 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Affinity Acquisition 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is John Hancock Life Insurance Company. The plan administrator is Affinity Acquisition Corporation.
I left Affinity Acquisition. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Affinity Acquisition Corporation, (800) 552-4640) or the recordkeeper, John Hancock Life Insurance Company. The Affinity Acquisition old 401(k) page lists the contacts from every plan filing. Find an old Affinity Acquisition 401(k)
Data from the public Form 5500 annual reports Affinity Acquisition filed with the U.S. Department of Labor (plan years 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Affinity Acquisition. Not financial advice. Report a correction · Methodology