How big is Avalon Consulting Group, LLC's plan?

Avalon Consulting Group, LLC's plan reported $327K in assets and 3 participants for 2024.

Original filing (PDF)20250617135914NAL0000949331001

Avalon Consulting Group, LLC

Name: Avalon Consulting Group, LLC — Avalon Consulting, Form 5500 (2024)
Creator: Avalon Consulting Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avalon Consulting Group, LLC 401(k) P/S Plan

401(k) retirement plan · Avalon Consulting Group, LLC's Avalon Consulting Group, LLC 401(k) P/S Plan held $327K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$327K

Net assets (EOY)

$327K

People on this filing

Kelly Durfee Cardoza signed Avalon Consulting Group, LLC's 2024 Form 5500 as plan administrator.

Kelly Durfee Cardoza — 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

Avalon Consulting Group, LLC's EIN is 04-3489077.

EIN 04-3489077

Plan number 001

Plan year 2024

ACK ID 20250617135914NAL0000949331001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Avalon Consulting Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Avalon Consulting Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AVALON CONSULTING GROUP, LLC.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

AVALON CONSULTING GROUP, LLC

EIN

all filings

Address

41 CALS CT · TAUNTON, MA · 02780

Phone

(508) 880-2905

Industry

Professional & Technical Services

Plan administrator