What is AFFINITY 401(K) PLAN's employer match?

In 2024, AFFINITY 401(K) PLAN reported $633,405 in employer contributions. That is about 30.3% of reported employee contributions.

How many participants are in AFFINITY 401(K) PLAN?

At the end of 2024, AFFINITY 401(K) PLAN reported 243 plan participants.

What are AFFINITY 401(K) PLAN's total assets?

At the end of 2024, AFFINITY 401(K) PLAN reported total plan assets of $10,718,980.

When was AFFINITY 401(K) PLAN established?

AFFINITY 401(K) PLAN was established in 2019.

What are the investment options in AFFINITY 401(K) PLAN?

MyPlanIQ tracks the investment lineup for AFFINITY 401(K) PLAN on its investment options page: https://www.myplaniq.com/invest/planinvestments/affinity-401k-plan/

AFFINITY 401(K) PLAN Investment Options

Available Funds in AFFINITY 401(K) PLAN

Below is the lineup of investment options available to participants in AFFINITY 401(K) PLAN. This typically includes a mix of mutual funds, index funds, and collective investment trusts (CITs) — which are pooled investment vehicles custom-built for large retirement plans, often with lower expense ratios than their retail mutual fund equivalents.

When evaluating these options, focus on expense ratios (lower is better), asset class coverage (U.S. stocks, international stocks, bonds, and stable value), and whether low-cost index funds are available. Research consistently shows that low-cost, broadly diversified index funds outperform most actively managed funds over the long term.

Total Available Funds: 52

Investment Description
EI Fixed Account – Series Class I Fully Benefit-Responsive Investment Contract
Large Cap Growth/JP Morgan Investment Management Pooled Separate Account
AM1 Core Fixed Income Class
AM1 Domestic Equity Class
AM1 Income Class
AM1 International Equity Class
AM1 Portfolio Diversifiers Class
American Century Ret Hybrid 2030 Trst I
American Century Ret Hybrid 2035 Trst I
American Century Ret Hybrid 2040 Trst I
American Century Ret Hybrid 2045 Trst I
American Century Ret Hybrid 2050 Trst I
American Century Ret Hybrid 2055 Trst I
American Century Ret Hybrid 2060 Trst I
American Century Ret Hybrid 2065 Trst I
Blackrock EAFE Equity Index Fee Cl R
Blackrock Equity Index Fund R
Blackrock Mid Cap Equity Index Fund R
Blackrock Russell 2000 Index Fund R
Blackrock Russell U.S. Debt Index Fund R
Large Cap Value Fund Class R1
interest from 4.25% to 9.50%
1AMPDC1 96,433.26
1ACH30I 37,607.40
1ACH35I 91,479.08
1ACH40I 270,237.90
1ACH45I 519,490.93
1ACH50I 828,867.38
1ACH55I 2,160,346.67
1ACH60I 1,511,901.41
1ACH65I 205,497.76
1RERGX 16,015.04
1AMIEC1 319,604.40
1DFCEX 33,513.85
1WTINER 64,417.12
1MXSFX 3,391.93
1QUAZX 28,781.39
1WTSCER 110,918.54
1UBVFX 38,108.16
1WTMCER 266,013.59
1MVCKX 33,931.87
1OEGIX 40,705.65
1AMDEC1 1,073,796.55
1WTEQR 1,128,694.00
1ASTLV1 73,445.04
1H0106A 142,379.64
1ALRDFI 177,237.53
1AMICC1 45,193.93
1WTIGBR 7,822.12
1PIMIX 19,264.34
1PTRQX 11,992.68
1GWAQ35 1.450 22,525.09

Click to view the investment model portfolios of this plan ►

How to Build a Smart Portfolio in Your 401(k)

Your investment lineup is only as good as how you use it. Here are the key steps to building a portfolio that works for your retirement goals:

Know your risk tolerance and timeline. If you are decades from retirement, you can generally afford more stock exposure. Closer to retirement, you may want to shift toward bonds and stable value for capital preservation.
Diversify across asset classes. Spread investments across U.S. stocks, international stocks, bonds, and possibly real estate or stable value. This reduces the impact of any single market downturn.
Favor low-cost index funds. Even a 0.5% difference in annual fees compounds to tens of thousands of dollars over a 30-year career. If your plan offers an S&P 500 index fund or a total stock market index fund at low cost, that is typically a strong core holding.
Consider a target-date fund if you prefer simplicity. Target-date funds automatically adjust your stock/bond allocation as you approach retirement, making them a solid one-fund solution for hands-off investors.
Rebalance at least annually. Over time, your portfolio drifts from its target allocation as some assets outperform others. Rebalancing keeps your risk level consistent.

Learn more in our Four-Step Guide for 401(k) Retirement Investing, or use the Asset Allocation Calculator to find the right mix for your age and risk tolerance.

Model Asset Allocation Portfolios

Not sure how to allocate your investments? These model portfolios are built from core, broadly diversified asset classes using ultra-low-cost index funds. Choose a template that matches your risk tolerance, then adapt it to the specific funds available in AFFINITY 401(K) PLAN. See Asset Allocation Portfolio Templates for a detailed guide.

Name	YTD Return	1Yr AR	3Yr AR	5Yr AR	10Yr AR	15Yr AR	20Yr AR	Common	Inception
Four Core Asset Portfolio	4.74%	18.86%	12.42%	5.72%	8.01%	7.30%	6.92%	…	…
Five Core Asset Portfolio	4.70%	18.79%	12.38%	5.55%	7.97%	7.19%	6.94%	…	…
Three Core Asset Portfolio	4.57%	19.80%	13.11%	6.19%	8.52%	7.64%	7.10%	…	…
Two Core Asset Portfolio	3.87%	19.18%	13.68%	6.85%	9.34%	8.84%	7.95%	…	…
Yale Endowment Template	5.35%	17.45%	11.87%	5.56%	8.33%	7.96%	7.55%	…	…
S&P 500 Index	5.96%	30.43%	21.65%	12.98%	15.09%	13.73%	10.93%	…	…

Data as of 05/01/2026, Common starting date is 12/31/2000

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