How big is Avalon Administrative Services, LLC's plan?

Avalon Administrative Services, LLC's plan reported $14.6M in assets and 242 participants for 2024.

Original filing (PDF)20250808145555NAL0004500883001

Avalon Administrative Services, LLC

Name: Avalon Administrative Services, LLC — Avalon Adminis, Form 5500 (2024)
Creator: Avalon Administrative Services, LLC
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Avalon Administrative Services, LLC 401(k) Plan

401(k) retirement plan · Avalon Administrative Services, LLC's Avalon Administrative Services, LLC 401(k) Plan held $14.6M in plan assets for 242 participants in 2024, with Betterment as recordkeeper.

Active participants

242

Accounts w/ balance

238

Plan assets (EOY)

$14.6M

Net assets (EOY)

$14.6M

People on this filing

Wendy Mudra signed Avalon Administrative Services, LLC's 2024 Form 5500 as plan administrator.

Wendy Mudra — 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

Avalon Administrative Services, LLC's EIN is 38-3969348.

EIN 38-3969348

Plan number 001

Plan year 2024

ACK ID 20250808145555NAL0004500883001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Avalon Administrative Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AVALON ADMINISTRATIVE SERVICES, LLC.

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How this plan invests

This plan

44 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

AVALON ADMINISTRATIVE SERVICES, LLC

EIN

all filings

Address

3405 W DR MARTIN LUTHER KING JR BLV · TAMPA, FL · 33607

Phone

(813) 751-3800

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-08

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)

2S · Automatic enrollment

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
BETTERMENT FOR BUSINESS, LLC	47-4872674	NEW YORK, NY	RECORDKEEPER	$26K	—

Investments

44 direct securities· $14.6M(100% of reported assets)

Mutual Funds

$8.5M

13 holdings

Other securities

$3.8M

28 holdings

Common Collective Trusts

$2.3M

1 holding

U.S. Treasuries

$5K

1 holding

Bonds / Notes

$1K

1 holding

					% of plan
Vanguard Total Stock Market ETF	Mutual Funds	—	—	$3.4M	23.4%
Vanguard FTSE Developed Markets	Mutual Funds	—	—	$3.1M	21.5%
SPDR Portfolio S&P 500 ETF	Common Collective Trusts	—	—	$2.3M	15.7%
iShares Core Total US Bond Market ETF	Other securities	—	—	$1.6M	11.1%
Vanguard FTSE Emerging Markets	Mutual Funds	—	—	$1.1M	7.9%
SPDR Portfolio S&P 400 Mid Cap	Other securities	—	—	$689K	4.7%
SPDR Portfolio S&P 600 Small Cap ETF	Other securities	—	—	$528K	3.6%
Vanguard Total International Bond ETF	Mutual Funds	—	—	$364K	2.5%
iShares Emerging Markets USD Bond ETF	Other securities	—	—	$330K	2.3%
Goldman Sachs TreasuryAccess 01 Year ETF	Other securities	—	—	$227K	1.6%
Vanguard Value ETF	Mutual Funds	—	—	$114K	0.8%
Goldman Sachs ActiveBeta US Large Cap Equity	Other securities	—	—	$104K	0.7%
Invesco Emerging Markets Sovereign Debt ETF ** 1 iShares 0-5 Year TIPS Bond ETF	Mutual Funds	—	—	$88K	0.6%
Vanguard Small-Cap Value ETF	Mutual Funds	—	—	$86K	0.6%
Vanguard Mid-Cap Value ETF	Mutual Funds	—	—	$72K	0.5%
Jpmorgan Ultra-Short Income	Other securities	—	—	$70K	0.5%
SPDR S&P Kensho New Economies Composite ETF	Other securities	—	—	$63K	0.4%
Vanguard Short-Term Inflation-Protected Securities ETF	Mutual Funds	—	—	$29K	0.2%
iShares ESG Aware MSCI USA ETF	Other securities	—	—	$26K	0.2%
Goldman Sachs ActiveBeta International Equity	Other securities	—	—	$24K	0.2%
Vanguard US Total Bond Market ETF	Mutual Funds	—	—	$15K	0.1%
Goldman Sachs ActiveBeta Europe Equity ETF	Other securities	—	—	$15K	0.1%
iShares ESG Aware MSCI EAFE ETF	Other securities	—	—	$14K	<0.1%
Xtrackers USD High Yield Corporate Bond	Other securities	—	—	$14K	<0.1%
Goldman Sachs Access U.S. Aggregate Bond ETF	Other securities	—	—	$13K	<0.1%
iShares ESG Aware U.S. Aggregate Bond ETF	Other securities	—	—	$13K	<0.1%
Goldman Sachs Access Investment Grade Corporate Bond ETF	Other securities	—	—	$10K	<0.1%
Goldman Sachs ActiveBeta Emerging Markets Equity	Other securities	—	—	$9K	<0.1%
Schwab U.S. Broad Market ETF ** 86 Schwab U.S. REIT ETF	Mutual Funds	—	—	$7K	<0.1%
Goldman Sachs ActiveBeta Japan Equity ETF	Other securities	—	—	$6K	<0.1%
Vanguard Global ex-U.S. Real Estate ETF	Mutual Funds	—	—	$6K	<0.1%
Goldman Sachs ActiveBeta US Small Cap Equity ETF	Other securities	—	—	$5K	<0.1%
iShares ESG Aware MSCI EM ETF	Other securities	—	—	$5K	<0.1%
iShares Core MSCI Emerging Markets ETF	Other securities	—	—	$5K	<0.1%
Vanguard LongTerm Government Bond	U.S. Treasuries	—	—	$5K	<0.1%
Vanguard Dividend Appreciation ETF	Mutual Funds	—	—	$4K	<0.1%
Goldman Sachs Access Emerging Markets USD Bond ETF	Other securities	—	—	$4K	<0.1%
iShares ESG Aware USD Corporate Bond ETF	Other securities	—	—	$4K	<0.1%
TCW Transform 500 ETF	Other securities	—	—	$3K	<0.1%
iShares ESG Aware MSCI USA Small-Cap ETF	Other securities	—	—	$3K	<0.1%
Goldman Sachs Access Inflation Protected USD Bond ETF	Other securities	—	—	$2K	<0.1%
Goldman Sachs Access High Yield Corporate Bond ETF	Other securities	—	—	$2K	<0.1%
iShares Core S&P Total U.S. Stock Market ETF	Other securities	—	—	$2K	<0.1%
iShares National AMT-Free Muni Bond ETF	Bonds / Notes	—	—	$1K	<0.1%