How big is Avery Wealth, Inc.'s plan?

Avery Wealth, Inc.'s plan reported $1.2M in assets and 4 participants for 2025.

Original filing (PDF)20260415084100NAL0019602497001

Avery Wealth, Inc.

Name: Avery Wealth, Inc. — Avery Wealth, Inc. 401(k) Plan, Form 5500 (2025)
Creator: Avery Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avery Wealth, Inc. 401(k) Plan

401(k) retirement plan · Avery Wealth, Inc.'s Avery Wealth, Inc. 401(k) Plan held $1.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Dan Reese signed Avery Wealth, Inc.'s 2025 Form 5500 as plan administrator.

Dan Reese — 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

Avery Wealth, Inc.'s EIN is 26-1638540.

EIN 26-1638540

Plan number 001

Plan year 2025

ACK ID 20260415084100NAL0019602497001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Avery Wealth, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Avery Wealth, Inc.'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 AVERY WEALTH, INC..

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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