Original filing (PDF)20251125180328NAL0003569121001

AVAD INVESTMENTS INC

Name: AVAD INVESTMENTS INC — AVAD INVESTMENTS 401(K) PLAN, Form 5500 (2024)
Creator: AVAD INVESTMENTS INC

Form 5500-SF

FILING_RECEIVED

AVAD INVESTMENTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVAD INVESTMENTS INC.

Plan sponsor

Name

AVAD INVESTMENTS INC

EIN

20-2857791

Address

4333 HOME AVE · SAN DIEGO, CA · 92105

Phone

(619) 977-8485

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-02-28

Filed

2025-11-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

EHP INTERNATIONAL, INC. D/B/A EHP S

EHP INTERNATIONAL, INC. D/B/A EHP SOLUTIONS 401(K)

THINK GLOBAL, LLC

THINK GLOBAL CASH BALANCE PLAN

INFODYNE SOLUTIONS LLC

ALOHA POOLS & SPAS

ALOHA POOLS & SPAS MEDOVA LIFESTYLE HEALTH PLAN

TURBINE AIRCRAFT MARKETING, INC.

TURBINE AIRCRAFT MARKETING, INC. 401(K) SAVINGS PLAN