How big is Avail Wealth Management, LLC's plan?

Avail Wealth Management, LLC's plan reported $11.3M in assets and 10 participants for 2025.

Original filing (PDF)20260506153915NAL0003454546001

Avail Wealth Management, LLC

Name: Avail Wealth Management, LLC — Avail Wealth, Form 5500 (2025)
Creator: Avail Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avail Wealth Management, LLC Employees Savings Trust

401(k) retirement plan · Avail Wealth Management, LLC's Avail Wealth Management, LLC Employees Savings Trust held $11.3M in plan assets for 10 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.3M

Net assets (EOY)

$11.3M

People on this filing

Sherman GOSE signed Avail Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Sherman GOSE — 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

Avail Wealth Management, LLC's EIN is 46-0526791.

EIN 46-0526791

Plan number 001

Plan year 2025

ACK ID 20260506153915NAL0003454546001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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