Affinity Southeast 401(k) match, vesting and fees
What Affinity Southeast'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 | Empower Annuity Insurance Company | Schedule C ↗ |
| Independent auditor | Parsons Cpa, PLLC (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 1,052 defined-contribution plans in wholesale trade with 100 to 499 participants.
| Affinity Southeast: employer contribution per participant | $2,103 | |
| Peer median | $2,091 |
| Affinity Southeast: average balance | $56,275 | |
| Peer median | $87,400 |
| Affinity Southeast: admin expenses ÷ assets | 0.56% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $11.3M at the end of plan year 2021 to $9.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 194 | $9.3M | $347K | $2,103 | 0.56% | Not published | Form 5500 ↗ |
| 2024 | 181 | $9.3M | $348K | $2,232 | 0.65% | Not published | Form 5500 ↗ |
| 2023 | 163 | $9.8M | $317K | $2,029 | 0.59% | Not published | Form 5500 ↗ |
| 2022 | 154 | $8.5M | $308K | $2,079 | 0.58% | Not published | Form 5500 ↗ |
| 2021 | 164 | $11.3M | $252K | $1,572 | 0.59% | Not published | Form 5500 ↗ |
Other Affinity Southeast plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Paramount Marketing Group, LLC Profit-Sharing Plan and Trust
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.
| Plan type and status | Profit-sharing · Terminated (final filing) | Form 5500 ↗ |
Paramount Marketing Group, LLC Cash Balance Pension Plan and Trust
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.
| Plan type and status | Pension (defined benefit) · Terminated (final filing) | Form 5500 ↗ |
Common questions
Does Affinity Southeast match 401(k) contributions?
The match terms for the Affinity Southeast 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $347K in employer contributions, about $2,103 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Affinity Southeast 401(k) match vested?
The vesting schedule for the Affinity Southeast 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Affinity Southeast 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Empower Annuity Insurance Company. The plan administrator is Affinity Southeast.
I left Affinity Southeast. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Affinity Southeast, (704) 997-1731) or the recordkeeper, Empower Annuity Insurance Company. The Affinity Southeast old 401(k) page lists the contacts from every plan filing. Find an old Affinity Southeast 401(k)
Data from the public Form 5500 annual reports Affinity Southeast filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Southeast. Not financial advice. Report a correction · Methodology