How big is Avalan, LLC's plan?

Avalan, LLC's plan reported $1.1M in assets and 10 participants for 2024.

Original filing (PDF)20250915201134NAL0001761664001

Avalan, LLC

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

Form 5500-SF

FILING_RECEIVED

Avalan Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Avalan, LLC's Avalan Wealth Management 401(k) Profit Sharing Plan held $1.1M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Kathryn Courain signed Avalan, LLC's 2024 Form 5500 as plan administrator.

Kathryn Courain — 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

Avalan, LLC's EIN is 27-4448768.

EIN 27-4448768

Plan number 002

Plan year 2024

ACK ID 20250915201134NAL0001761664001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Avalan, 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 AVALAN, 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