How big is Avera Capital Partners, LP's plan?

Avera Capital Partners, LP's plan reported $2.2M in assets and 11 participants for 2024.

Original filing (PDF)20250701065601NAL0017320256001

Avera Capital Partners, LP

Name: Avera Capital Partners, LP — Avera Capital Partners, Form 5500 (2024)
Creator: Avera Capital Partners, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avera Capital Partners 401(k) Plan

401(k) retirement plan · Avera Capital Partners, LP's Avera Capital Partners 401(k) Plan held $2.2M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

John Pickering signed Avera Capital Partners, LP's 2024 Form 5500 as plan administrator.

John Pickering — 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

Avera Capital Partners, LP's EIN is 20-0202849.

EIN 20-0202849

Plan number 001

Plan year 2024

ACK ID 20250701065601NAL0017320256001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Avera Capital Partners, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Avera Capital Partners, LP'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 AVERA CAPITAL PARTNERS, LP.

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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