Denise Chipman signed Avalon Risk Management Insurance Agency LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avalon Risk Management Insurance Agency LLC's EIN is 20-1572094.
Download the official 2024 Form 5500 (PDF) for Avalon Risk Management Insurance Agency LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avalon Risk Management Insurance Agency LLC's plan includes ERISA 404(c) participant direction, profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $9K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| OTC Portfolio | Other securities | — | — | $1.9M | 10.1% | |
| Freedom 2035 K | Other securities | — | — | $1.8M | 9.5% | |
| Freedom 2050 K | Other securities | — | — | $1.7M | 9.3% | |
| Freedom 2030 K | Other securities | — | — | $1.5M | 8.0% | |
| 500 Index | Common Collective Trusts | — | — | $1.4M | 7.6% | |
| Fidelity Management Trust Company Common/collective trust fund - Managed Income Portfolio Class 1 | Common Collective Trusts | — | — | $1.2M | 6.3% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $1.1M | 5.9% | |
| Freedom 2025 K | Other securities | — | — | $959K | 5.1% | |
| Freedom 2055 K | Other securities | — | — | $798K | 4.3% | |
| Freedom 2020 K | Other securities | — | — | $760K | 4.1% | |
| Freedom 2045 K | Other securities | — | — | $658K | 3.5% | |
| Contrafund | Mutual Funds | — | — | $565K | 3.0% | |
| Government Income | Other securities | — | — | $540K | 2.9% | |
| Global ex U.S. Index | Other securities | — | — | $480K | 2.6% | |
| Mid-Cap Stocks | Other securities | — | — | $475K | 2.5% | |
| U.S. Bond Index | Other securities | — | — | $457K | 2.4% | |
| Blue Chip Growth Fund | Other securities | — | — | $437K | 2.3% | |
| Freedom 2040 K | Other securities | — | — | $414K | 2.2% | |
| Fidelity Management Trust Company Puritan | Mutual Funds | — | — | $335K | 1.8% | |
| Participants Participant notes receivable - Bearing interest at rates ranging from 4.25 to 9.5 percent - | Other securities | — | — | $278K | 1.5% | |
| Freedom 2060 K | Other securities | — | — | $245K | 1.3% | |
| JPMorgan Chase Mid Cap Value | Other securities | — | — | $215K | 1.2% | |
| Freedom 2015 K | Other securities | — | — | $214K | 1.1% | |
| Low-Priced Stock | Other securities | — | — | $145K | 0.8% | |
| Columbia Threadneedle Investments Dividend Income Fund Class A | Other securities | — | — | $120K | 0.6% | |
| Freedom 2065 K | Other securities | — | — | $97K | 0.5% | |
| Freedom 2010 K | Other securities | — | — | $85K | 0.5% | |
| Small Cap Index | Other securities | — | — | $77K | 0.4% | |
| Allspring Special Smal Cap Value Fund - Class Admin | Other securities | — | — | $74K | 0.4% | |
| Extended Market Index | Other securities | — | — | $59K | 0.3% | |
| Small Cap Growth | Other securities | — | — | $54K | 0.3% | |
| Investment Portfolio | Real Estate | — | — | $40K | 0.2% | |
| Janus Henderson Enterprise Fund | Mutual Funds | — | — | $24K | 0.1% | |
| Alliance Bernstein Small Cap Growth Portfolio | Other securities | — | — | $20K | 0.1% | |
| Cohen and Steers Reality Shares | Other securities | — | — | $12K | <0.1% | |
| Eagle Asset Management, Inc. Mid Cap Growth Fund Class A | Common Stocks | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
