How big is Dr. David C. Averill's plan?

Dr. David C. Averill's plan reported $352K in assets and 2 participants for 2024.

Original filing (PDF)20250722074018NAL0005138434001

Dr. David C. Averill

Name: Dr. David C. Averill — Dr. David C. Averill, Form 5500 (2024)
Creator: Dr. David C. Averill
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Dr. David C. Averill Retirement Trust

401(k) retirement plan · Dr. David C. Averill's Dr. David C. Averill Retirement Trust held $352K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$352K

Net assets (EOY)

$352K

People on this filing

David Averill signed Dr. David C. Averill's 2024 Form 5500 as plan administrator.

David Averill — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Dr. David C. Averill's EIN is 03-0298797.

EIN 03-0298797

Plan number 001

Plan year 2024

ACK ID 20250722074018NAL0005138434001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Dr. David C. Averill from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Dr. David C. Averill's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for DR. DAVID C. AVERILL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score