Affinity Federal Credit Union 401(k) Plan: Login, Facts & Contact Information

Affinity Federal Credit Union 401(k) Plan Facts

Plan name
AFFINITY FEDERAL CREDIT UNION 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
AFFINITY FEDERAL CREDIT UNION
Participants
755 (513 active employees)
Former employees with a balance
216
Plan assets
$109,058,788 at Dec 31, 2024
Average account balance
$147,776 across 738 accounts
Employer contributions
$2,212,751 in plan year 2024 (34% of all contributions)
Recordkeeper
Transamerica Retirement Solutions
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 10, 1986
Employer contributions Automatic enrollment Default investment for undecided participants Participants choose their own investments Self-directed brokerage window Profit sharing Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Aug 18, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $6.51 million went into the plan in contributions, $2.21 million of it from the employer (34%).
  • $6.89 million was paid out to participants.
  • Investment and other income added $13.1 million.
  • Administrative expenses were $158,217, about $214 per account.

How the Affinity Federal Credit Union 401(k) changed, 20192024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019665$72.7 million$1.83 million$5.33 million
2020664$85.5 million$1.89 million$4.13 million
2021662$96.8 million$3.85 million$9.30 million
2022693$80.6 million$2.03 million$7.64 million
2023751$96.5 million$2.37 million$4.78 million
2024755$109.1 million$2.21 million$6.89 million

Affinity Federal Credit Union 401(k) Contact Information

Phone
908-860-3973
Mailing address
73 MOUNTAIN VIEW BLVD, BASKING RIDGE NJ 07920
Plan sponsor
AFFINITY FEDERAL CREDIT UNION
Employer identification number (EIN)
13-5562114
Plan number
002

Questions about the Affinity Federal Credit Union 401(k)

Does Affinity Federal Credit Union contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $2.21 million, 34% of all contributions.

Does the Affinity Federal Credit Union 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Affinity Federal Credit Union 401(k) plan?

755 participants at the start of plan year 2024, 513 of them active employees, and 216 former employees who still had money in the plan.

What is the average 401(k) balance at Affinity Federal Credit Union?

About $147,776 per account: $109.1 million in plan assets across 738 accounts with a balance at the end of plan year 2024.

Who manages the Affinity Federal Credit Union 401(k) accounts?

Transamerica (listed on the filing as TRANSAMERICA RETIREMENT SOLUTIONS) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Affinity Federal Credit Union. How do I access my 401(k)?

Your account stays with Transamerica after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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