Fundz
Fundz
Benefits Intelligence/Broker Directory/Pennsylvania

American Financial Services, LLC

Minneapolis, PA

American Financial Services, LLC of Minneapolis, PA is the broker of record on 3 Form 5500 Schedule A filings covering 2 employer benefit plans, with $3,653 in reported broker commissions (plan year 2025).

Employer clients
2
distinct plan sponsors
Schedule A filings
3
States served
1
Reported commissions
$3,653
plan year 2025

Quick answer

American Financial Services, LLC (Minneapolis, PA) is the broker of record for 2 employer benefit plan sponsors on 3 Form 5500 Schedule A filings, plan year 2025.

How many employer clients does American Financial Services, LLC have?
American Financial Services, LLC is named as broker on Form 5500 Schedule A filings for 2 distinct plan sponsors.
Who are American Financial Services, LLC's largest employer clients?
By plan participants, the largest include Plan Fiduciary Services, Inc. (4,994 participants) and Treasure Coast Academy Iv Inc. (36 participants).
How much does American Financial Services, LLC earn in commissions?
Insurers reported $3,653 in broker commissions paid to American Financial Services, LLC for plan year 2025, per Schedule A Part 1.
Where is American Financial Services, LLC located?
American Financial Services, LLC is based in Minneapolis, PA.

Source: Fundz verified event record.

Employer clients

Plan sponsors naming American Financial Services, LLC on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.

EmployerStateParticipantsPlan year end
Plan Fiduciary Services, Inc.FL4,9942025-12-31
Treasure Coast Academy Iv Inc.FL362025-12-31

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Form 5500 Schedule A Part 1 (broker of record), 2024 to 2025 plan years. Source: U.S. Department of Labor EFAST2. Commission and fee figures are as reported by the plan's insurer on Schedule A Part 1 and are not adjusted.