· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AVITY INVESTMENT MANAGEMENT INC. — AVITY INVESTMENT MANAGEMENT INC. RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250423100655NAL0009683664001
AVITY INVESTMENT MANAGEMENT INC.
Form 5500-SF
FILING_RECEIVED
AVITY INVESTMENT MANAGEMENT INC. RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
8
Accounts w/ balance
8
Plan assets (EOY)
$11.3M
Net assets (EOY)
$11.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AVITY INVESTMENT MANAGEMENT INC.
.
Find decision makers
Plan sponsor
Name
AVITY INVESTMENT MANAGEMENT INC.
EIN
13-2651907
Address
80 FIELD POINT ROAD · GREENWICH, CT · 06830
Phone
(203) 629-2800
Industry
Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-23
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2R · Participant-directed brokerage (SDBA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Professional & Technical Services plans
VERALON PARTNERS INC.
VERALON PARTNERS, INC. 401(K) PROFIT SHARING PLAN
$11.3M · 24 participants
KNOWLEDGE LINK INC.
KNOWLEDGE LINK INC. 401(K) PLAN
$11.2M · 104 participants
ACEL-AGILE CONSULTING EXPERTS, LLC
ACEL-AGILE CONSULTING EXPERTS, LLC 401(K) PROFIT SHARING PLAN
$11.3M · 14 participants
HEALTHIX
HEALTHIX 401K PROFIT SHARING PLAN AND TRUST
$11.2M · 88 participants
EAG SERVICES, INC.
EAG SERVICES, INC. 401(K) PROFIT SHARING PLAN & TRUST
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$11.3M · 143 participants
WILLIAMS & COMPANY CONSULTING, INC.
WILLIAMS & COMPANY CONSULTING, INC 401(K) PROFIT SHARING PLAN
$11.3M · 28 participants
Large plans in Connecticut
RTX CORPORATION
RTX SAVINGS PLAN
$58.6B · 123,327 participants
RTX CORPORATION
RTX SAVINGS PLAN MASTER TRUST
$58.3B
RTX CORPORATION
RTX MASTER RETIREMENT TRUST
$42.1B
RTX CORPORATION
RTX CONSOLIDATED PENSION PLAN
$41.6B · 33,534 participants
CITIGROUP INC.
CITI RETIREMENT SAVINGS PLAN
$23.2B · 74,487 participants
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
BRIDGEWATER SHORT TERM INVESTMENT FUND II, LLC
$19.5B
