How big is Avion Wealth, LLC's plan?

Avion Wealth, LLC's plan reported $2.0M in assets and 15 participants for 2024.

Original filing (PDF)20250723154524NAL0002002835001

Avion Wealth, LLC

Name: Avion Wealth, LLC — Avion Wealth 401(k) Profit, Form 5500 (2024)
Creator: Avion Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avion Wealth 401(k) Profit Sharing Plan

401(k) retirement plan · Avion Wealth, LLC's Avion Wealth 401(k) Profit Sharing Plan held $2.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Avion Wealth, LLC's EIN is 20-8804041.

EIN 20-8804041

Plan number 001

Plan year 2024

ACK ID 20250723154524NAL0002002835001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Avion Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Avion Wealth, LLC'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 AVION WEALTH, LLC.

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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