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Original filing (PDF)20251008081746NAL0003117955001
AVG INTERMEDIATE HOLDINGS, LLC
Form 5500
FILING_RECEIVED
AVG 401K PLAN
401(k) retirement plan
Active participants
3,069
Accounts w/ balance
808
Plan assets (EOY)
$13.6M
Net assets (EOY)
$13.6M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 26% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVG INTERMEDIATE HOLDINGS, LLC.
Plan sponsor
Name
AVG INTERMEDIATE HOLDINGS, LLC
EIN
30-0884480
Address
4301 ANCHOR PLAZA PKWY, SUITE 350 · TAMPA, FL · 33634
Phone
(813) 467-9807
Industry
Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-02-01
Tax period
2024-12-31
Filed
2025-10-08
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ASSURANCE DIMENSIONS LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $25K | — |
Investments
32 direct securities· $13.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREEDOM 2050 K6 | — | — | — | $1.9M | 13.9% | |
| FID FREEDOM 2055 K6 | — | — | — | $1.5M | 11.2% | |
| FID FREEDOM 2040 K6 | — | — | — | $1.3M | 9.8% | |
| FID FREEDOM 2045 K6 | — | — | — | $1.2M | 9.0% | |
| FID 500 INDEX | — | — | — | $1.2M | 9.0% | |
| FID FREEDOM 2030 K6 | — | — | — | $1.2M | 8.8% | |
| FID FREEDOM 2060 K6 | — | — | — | $1.1M | 8.1% | |
| FID FREEDOM 2035 K6 | — | — | — | $937K | 6.9% | |
| FID FREEDOM 2025 K6 | — | — | — | $616K | 4.5% | |
| FID BLUE CHIP GR K6 | — | — | — | $444K | 3.3% | |
| FID FREEDOM 2065 K6 | — | — | — | $329K | 2.4% | |
| FID GOVT MMKT K6 | — | — | — | $319K | 2.3% | |
| JPM US EQUITY R6 | — | — | — | $205K | 1.5% | |
| FID MID CAP IDX | — | — | — | $151K | 1.1% | |
| FID GLB EX US IDX | — | — | — | $132K | 1.0% | |
| GQG EMRG MKTS EQ R6 | — | — | — | $115K | 0.8% | |
| FID EQUITY INCOME K6 | — | — | — | $114K | 0.8% | |
| Notes receivable from participants (4.50%-9.50%) | — | — | — | $113K | 0.8% | |
| FID SM CAP IDX | — | — | — | $102K | 0.8% | |
| FID TOTAL BOND K6 | — | — | — | $96K | 0.7% | |
| FID SMALL CAP GR K6 | — | — | — | $86K | 0.6% | |
| FID FREEDOM 2015 K6 | — | — | — | $72K | 0.5% | |
| FID INTL CAP APPR K6 | — | — | — | $63K | 0.5% | |
| AS SPL MID CP VAL R6 | — | — | — | $59K | 0.4% | |
| J H ENTERPRISE N | — | — | — | $44K | 0.3% | |
| PIM RAE US SM I | — | — | — | $41K | 0.3% | |
| FID FREEDOM 2020 K6 | — | — | — | $40K | 0.3% | |
| JPM GOVT BOND R6 | — | — | — | $11K | <0.1% | |
| FID US BOND IDX | — | — | — | $10K | <0.1% | |
| C&S REALTY SHARES Z | — | — | — | $5K | <0.1% | |
| FID INFL PR BD IDX | — | — | — | $3K | <0.1% | |
| FID FREEDOM INC K6 | — | — | — | $2K | <0.1% |
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