AVALON MORTGAGE CORPORATION 401(K) PROFIT SHARING PLAN & TR
401(k) retirement plan
Active participants
16
Accounts w/ balance
13
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score
86
/ 100
Grade A
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
50
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVALON MORTGAGE CORPORATION.
Plan sponsor
Name
AVALON MORTGAGE CORPORATION
EIN
33-0746419
Address
6333 GREENWICH DR · STE 220 · SAN DIEGO, CA · 92122
