How big is Avania, LLC's plan?

Avania, LLC's plan reported $19.5M in assets and 138 participants for 2024.

Original filing (PDF)20251013154204NAL0000789939001

Avania, LLC

Name: Avania, LLC — Avania 401(k) Retirement Plan, Form 5500 (2024)
Creator: Avania, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Avania 401(k) Retirement Plan

401(k) retirement plan · Avania, LLC's Avania 401(k) Retirement Plan held $19.5M in plan assets for 138 participants in 2024, with Voya as recordkeeper.

Signals · 1

Late participant contributions

Active participants

138

Accounts w/ balance

270

Plan assets (EOY)

$19.5M

Net assets (EOY)

$19.5M

Plan identifiers

Avania, LLC's EIN is 04-3517564.

EIN 04-3517564

Plan number 001

Plan year 2024

ACK ID 20251013154204NAL0000789939001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Avania, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 2K (0% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

AVANIA, LLC

EIN

all filings

Address

100 CROWLEY DRIVE, SUITE 216 · MARLBOROUGH, MA · 01752

Phone

(508) 691-7048

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

BDG-CPAS

Trustee / custodian

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
VOYA RETIREMENT INSURANCE & ANNUITY	71-0294708	—	SERVICE PROVIDER	$2K	—

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
ANGELL PENSION GROUP	—	EAST PROVIDENCE, RI	THIRD PARTY ADMIN	$0	—

Investments

39 direct securities· $19.5M(100% of reported assets)

Other securities

$13.0M

22 holdings

Common Collective Trusts

$3.7M

4 holdings

Mutual Funds

$1.9M

10 holdings

Common Stocks

$739K

1 holding

Bonds / Notes

$185K

1 holding

Cash / Money Market

$10K

1 holding

					% of plan
MyCompass Index Moderate 2055 Fund Class R Mutual Fund ** 8 - 15 $	Other securities	—	—	$3.0M	15.5%
BlackRock Equity Index Fund 1 Mutual Fund	Common Collective Trusts	—	—	$2.7M	13.6%
MyCompass Index Moderate 2035 Fund Class R Mutual Fund	Other securities	—	—	$2.0M	10.1%
MyCompass Index Moderate Retirement Fund Class R Mutual Fund	Other securities	—	—	$1.8M	9.1%
MyCompass Index Moderate 2045 Fund Class R Mutual Fund	Other securities	—	—	$1.7M	8.9%
JPMorgan Large Cap Growth Fund R6 Mutual Fund	Other securities	—	—	$1.2M	6.3%
JPMorgan US Equity Fund R6 Mutual Fund	Other securities	—	—	$967K	5.0%
Voya Fixed Account (4062) Insurance Company/General Account	Common Stocks	—	—	$739K	3.8%
Putnam Dynamic Asset Allocation Growth Fund R6 Mutual Fund	Mutual Funds	—	—	$680K	3.5%
Vanguard Total Stock Market Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$580K	3.0%
MyCompass Index Aggressive 2055 Fund Class R Mutual Fund	Other securities	—	—	$491K	2.5%
Mid Cap Growth Fund R1 Mutual Fund	Other securities	—	—	$413K	2.1%
American Funds American Balanced R6 Mutual Fund	Mutual Funds	—	—	$299K	1.5%
PGIM High Yield Fund R6 Mutual Fund	Other securities	—	—	$266K	1.4%
Great Gray Europacific Growth Trust Class 1 Mutual Fund	Other securities	—	—	$265K	1.4%
Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$257K	1.3%
Putnam Dynamic Asset Allocation Balanced Fund R6 Mutual Fund	Mutual Funds	—	—	$245K	1.3%
Vanguard Small-Cap Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$221K	1.1%
Invesco Global Fund R6 Mutual Fund	Mutual Funds	—	—	$216K	1.1%
MyCompass Index Aggressive 2035 Fund Class R Mutual Fund	Other securities	—	—	$208K	1.1%
MyCompass Index Moderate 2065 Fund Class R Mutual Fund ** 533 * Participant loans Interest rates from 7.75% to 8.50%; Various maturities -0-	Bonds / Notes	—	—	$185K	0.9%
MyCompass Index Cns 2035 Fund Class R Mutual Fund	Other securities	—	—	$182K	0.9%
Voya Intermediate Bond Fund R6 Mutual Fund	Other securities	—	—	$172K	0.9%
PIMCO Real Return Fund Instl Mutual Fund	Mutual Funds	—	—	$133K	0.7%
DFA Real Estate Securities Portfolio Mutual Fund	Mutual Funds	—	—	$126K	0.6%
BrandywineGLOBAL Global Opp Bond IS Mutual Fund	Other securities	—	—	$96K	0.5%
MFS Research International Fund R6 Mutual Fund	Mutual Funds	—	—	$65K	0.3%
PIMCO Income Fund Instl Mutual Fund	Mutual Funds	—	—	$62K	0.3%
American Century Mid Cap Value Fund R6 Mutual Fund ** 7	Other securities	—	—	$55K	0.3%
Great Gray Emerging Markets Fund II Class R1 Mutual Fund	Other securities	—	—	$49K	0.3%
MyCompass Ind Agg 2045 Fd R Mutual Fund	Other securities	—	—	$43K	0.2%
MyCompass Index Cns Retirement Fund R Mutual Fund	Other securities	—	—	$32K	0.2%
Franklin Small Cap Value Fund R6 Mutual Fund	Mutual Funds	—	—	$31K	0.2%
MyCompass Index Aggressive 2065 Fund R Mutual Fund	Other securities	—	—	$17K	<0.1%
Voya Governmental Money Market Fund Class A (Hld Acct) Mutual Fund	Cash / Money Market	—	—	$10K	<0.1%
Putnam Dynamic Asset Allocation Conservative Fund R6 Mutual Fund	Mutual Funds	—	—	$6K	<0.1%
MyCompass Ind Cns 2055 Fund Class R Mutual Fund	Other securities	—	—	$4K	<0.1%
MyCompass Ind Cns 2065 Fd R Mutual Fund	Other securities	—	—	$4K	<0.1%
Great Gray Small Cap Growth Fund III Class R1 Mutual Fund	Other securities	—	—	$3K	<0.1%