Associated Financial Consultants
Ft. Lauderdale, FL
Associated Financial Consultants of Ft. Lauderdale, FL is the broker of record on 8 Form 5500 Schedule A filings covering 4 employer benefit plans across 2 states, with $405,587 in reported broker commissions (plan year 2025).
Quick answer
Associated Financial Consultants (Ft. Lauderdale, FL) is the broker of record for 4 employer benefit plan sponsors on 8 Form 5500 Schedule A filings, plan year 2025.
- How many employer clients does Associated Financial Consultants have?
- Associated Financial Consultants is named as broker on Form 5500 Schedule A filings for 4 distinct plan sponsors in 2 states.
- Who are Associated Financial Consultants's largest employer clients?
- By plan participants, the largest include C & K Holdings, LLC (359 participants), Rubenstein Law P.A. (329 participants) and Ob/Gyn Specialists Of The Palm Beaches Ii, LLC (247 participants).
- How much does Associated Financial Consultants earn in commissions?
- Insurers reported $405,587 in broker commissions and $695,697 in fees paid to Associated Financial Consultants for plan year 2025, per Schedule A Part 1.
- Where is Associated Financial Consultants located?
- Associated Financial Consultants is based in Ft. Lauderdale, FL and has employer clients in 2 states.
Source: Fundz verified event record.
Employer clients
Plan sponsors naming Associated Financial Consultants on a Form 5500 Schedule A, largest first. Sponsor name, state, participant count and plan year end come directly from the filing.
| Employer | State | Participants | Plan year end |
|---|---|---|---|
| C & K Holdings, LLC | IL | 359 | 2025-12-31 |
| Rubenstein Law P.A. | FL | 329 | 2025-12-31 |
| Ob/Gyn Specialists Of The Palm Beaches Ii, LLC | FL | 247 | 2026-06-30 |
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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.