How big is Avior Wealth Management Group, LLC's plan?

Avior Wealth Management Group, LLC's plan reported $15.5M in assets and 165 participants for 2024.

Original filing (PDF)20251008085834NAL0002876259001

Avior Wealth Management Group, LLC

Name: Avior Wealth Management Group, LLC — Avior Wealth, Form 5500 (2024)
Creator: Avior Wealth Management Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avior Wealth Management Group, LLC Retirement Plan

401(k) retirement plan · Avior Wealth Management Group, LLC's Avior Wealth Management Group, LLC Retirement Plan held $15.5M in plan assets for 165 participants in 2024.

Signals · 1

No auditor on file

Active participants

165

Accounts w/ balance

183

Plan assets (EOY)

$15.5M

Net assets (EOY)

$15.5M

Plan identifiers

Avior Wealth Management Group, LLC's EIN is 26-4010495.

EIN 26-4010495

Plan number 001

Plan year 2024

ACK ID 20251008085834NAL0002876259001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Avior Wealth Management Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AVIOR WEALTH MANAGEMENT GROUP, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off