How big is Avondale Wealth Management's plan?

Avondale Wealth Management's plan reported $900K in assets and 5 participants for 2024.

Original filing (PDF)20250612154618NAL0013053523001

Avondale Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Avondale Wealth Management 401(k) P/S Plan

401(k) retirement plan · Avondale Wealth Management's Avondale Wealth Management 401(k) P/S Plan held $900K in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$900K

Net assets (EOY)

$900K

People on this filing

Justin Jacobs signed Avondale Wealth Management's 2024 Form 5500 as plan administrator.

Justin Jacobs — 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

Avondale Wealth Management's EIN is 27-2102913.

EIN 27-2102913

Plan number 001

Plan year 2024

ACK ID 20250612154618NAL0013053523001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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