How big is Avery Partners Inc.'s plan?

Avery Partners Inc.'s plan reported $2.1M in assets and 244 participants for 2025.

Original filing (PDF)20260511075812NAL0007131888001

Avery Partners Inc.

Name: Avery Partners Inc. — Avery Partners Inc. 401(k), Form 5500 (2025)
Creator: Avery Partners Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avery Partners Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Avery Partners Inc.'s Avery Partners Inc. 401(k) Profit Sharing Plan & Trust held $2.1M in plan assets for 244 participants in 2025.

Signals · 1

No auditor on file

Active participants

244

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Avery Partners Inc.'s EIN is 11-3722364.

EIN 11-3722364

Plan number 001

Plan year 2025

ACK ID 20260511075812NAL0007131888001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Avery Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Avery Partners Inc.'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 AVERY PARTNERS INC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score