Avalon Holdings Corporation's EIN is 34-1863889.
Download the official 2024 Form 5500 (PDF) for Avalon Holdings Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avalon Holdings Corporation's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIRST NATIONAL TRUST COMPANY | 20-0433578 | — | NONE | $24K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Mainstay Winslow Large Cap Growth Funds, Class R6 Mutual Funds | Other securities | — | — | $1.3M | 18.4% | |
| Vanguard Balanced Index Adm Mutual Funds | Mutual Funds | — | — | $1.2M | 16.6% | |
| RELIANCE ADVISORY TRUST PORTFOLIOS RELIANCE TRUST COMPANY · EIN 46-6634600 / PN 001 | Common Collective Trust | — | — | $765K | 10.6% | |
| Fidelity 500 Index Fund Mutual Funds | Common Collective Trusts | — | — | $680K | 9.4% | |
| Putnam Large Cap Value Fund Class R6 Mutual Funds | Mutual Funds | — | — | $545K | 7.5% | |
| Goldman Sachs Intl Equity Insights Fund Class R6 Mutual Funds | Other securities | — | — | $466K | 6.4% | |
| JpMorgan US Equity R6 Mutual Funds | Other securities | — | — | $443K | 6.1% | |
| Dodge & Cox Income X Mutual Funds | Mutual Funds | — | — | $422K | 5.8% | |
| Reliance Advisory Trust Inv80 Portfolio Collective Investment Trust | Common Collective Trusts | — | — | $411K | 5.7% | |
| Wells Fargo Advantage Spec Md Cp Val R6 Mutual Funds | Other securities | — | — | $345K | 4.8% | |
| Neuberger Berman Mid Cap Growth R6 Mutual Funds | Other securities | — | — | $311K | 4.3% | |
| GALLIARD RETIREMENT INCOME FUND WILMINGTON TRUST RETIREMENT & INST SERVICES · EIN 20-5886387 / PN 082 | Common Collective Trust | — | — | $223K | 3.1% | |
| Hood River Small-Cap Growth Fund Retirement Shares Mutual Funds | Other securities | — | — | $214K | 3.0% | |
| Reliance Advisory Trust Inv70 Portfolio Collective Investment Trust | Common Collective Trusts | — | — | $204K | 2.8% | |
| DFA US Targeted Value Port Mutual Funds | Mutual Funds | — | — | $202K | 2.8% | |
| Reliance Advisory Trust Inv40 Portfolio Collective Investment Trust | Common Collective Trusts | — | — | $97K | 1.3% | |
| Notes Receivable from Participants Bearing interest at 4.25%-9.50% - | Bonds / Notes | — | — | $50K | 0.7% | |
| Prudential High-Yield Q Mutual Funds | Other securities | — | — | $40K | 0.5% | |
| Reliance Advisory Trust Inv60 Portfolio Collective Investment Trust | Common Collective Trusts | — | — | $33K | 0.5% | |
| Reliance Advisory Trust Inv99 Portfolio Collective Investment Trust | Common Collective Trusts | — | — | $21K | 0.3% | |
| Avalon Holdings Corporation Stock Common Stock | Common Stocks | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
