How big is Avanza LLC's plan?

Avanza LLC's plan reported $131K in assets and 6 participants for 2025.

Original filing (PDF)20260501221025NAL0002369506025

Avanza LLC

Name: Avanza LLC — Avanza LLC 401(k) Plan, Form 5500 (2025)
Creator: Avanza LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avanza LLC 401(k) Plan

401(k) retirement plan · Avanza LLC's Avanza LLC 401(k) Plan held $131K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

Plan identifiers

Avanza LLC's EIN is 38-4306664.

EIN 38-4306664

Plan number 002

Plan year 2025

ACK ID 20260501221025NAL0002369506025

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Avanza LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AVANZA LLC

EIN

all filings

Address

6201 SQUIRES HILL DR · FALLS CHURCH, VA · 22044

Phone

(571) 235-8403

Industry

Professional & Technical Services

Plan administrator

Name

ACCRUE 401K, INC.

EIN

39-4234112

City

BURLINGAME, CA

Phone

(888) 294-0388

Plan characteristics

Plan number

002

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-05-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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