How big is Avalon SH Management, LLC's plan?

Avalon SH Management, LLC's plan reported $255K in assets and 153 participants for 2024.

Original filing (PDF)20250630165020NAL0011418129001

Avalon SH Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Avalon SH Management, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Avalon SH Management, LLC's Avalon SH Management, LLC 401(k) Profit Sharing Plan and Trust held $255K in plan assets for 153 participants in 2024.

Signals · 1

No auditor on file

Active participants

153

Accounts w/ balance

Plan assets (EOY)

$255K

Net assets (EOY)

$255K

People on this filing

Nick Rice signed Avalon SH Management, LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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 SH Management, LLC's EIN is 46-2171289.

EIN 46-2171289

Plan number 001

Plan year 2024

ACK ID 20250630165020NAL0011418129001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Avalon SH 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 AVALON SH MANAGEMENT, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score