How big is AV Squad, LP's plan?

AV Squad, LP's plan reported $16.5M in assets and 166 participants for 2024.

Original filing (PDF)20250813160142NAL0008300739001

AV Squad, LP

Name: AV Squad, LP — AV Squad, LP 401(k) Plan, Form 5500 (2024)
Creator: AV Squad, LP
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

AV Squad, LP 401(k) Plan

401(k) retirement plan · AV Squad, LP's AV Squad, LP 401(k) Plan held $16.5M in plan assets for 166 participants in 2024, with Betterment as recordkeeper.

Signals · 2

Late participant contributions28% in single holding

Active participants

166

Accounts w/ balance

205

Plan assets (EOY)

$16.5M

Net assets (EOY)

$16.5M

People on this filing

TINA Van Delden signed AV Squad, LP's 2024 Form 5500 as plan administrator.

TINA Van Delden — 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

AV Squad, LP's EIN is 47-4160801.

EIN 47-4160801

Plan number 001

Plan year 2024

ACK ID 20250813160142NAL0008300739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AV Squad, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AV Squad, LP's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AV SQUAD, LP.

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

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

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 0K (0% of contributions).

Plan sponsor

Name

AV SQUAD, LP

EIN

all filings

Address

101 S. LA BREA · LOS ANGELES, CA · 90036

Phone

(323) 790-8888

Industry

Other Services (ex. Public Admin)

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

2025-08-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

3B · Covers self-employed individuals

Audit & trust (Schedule H)

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	$38K	—

Investments

36 direct securities· $16.5M(100% of reported assets)

Mutual Funds

$10.5M

12 holdings

Other securities

$3.7M

21 holdings

Common Collective Trusts

$2.3M

1 holding

Bonds / Notes

$94K

1 holding

U.S. Treasuries

$4K

1 holding

					% of plan
Vanguard Total Stock Market ETF Exchange-Traded Fund	Mutual Funds	—	—	$4.7M	28.2%
Vanguard FTSE Developed Markets Exchange-Traded Fund	Mutual Funds	—	—	$3.9M	23.3%
SPDR Portfolio S&P 500 ETF Exchange-Traded Fund	Common Collective Trusts	—	—	$2.3M	13.9%
Vanguard FTSE Emerging Markets Exchange-Traded Fund	Mutual Funds	—	—	$1.3M	8.1%
iShares Core Total US Bond Market ETF Exchange-Traded Fund	Other securities	—	—	$1.3M	7.9%
SPDR Portfolio S&P 400 Mid Cap Exchange-Traded Fund	Other securities	—	—	$863K	5.2%
SPDR Portfolio S&P 600 Small Cap ETF Exchange-Traded Fund	Other securities	—	—	$670K	4.0%
Vanguard Total International Bond ETF Exchange-Traded Fund	Mutual Funds	—	—	$313K	1.9%
iShares Emerging Markets USD Bond ETF Exchange-Traded Fund	Other securities	—	—	$254K	1.5%
Goldman Sachs ActiveBeta US Large Cap Equity Exchange-Traded Fund	Other securities	—	—	$170K	1.0%
SPDR S&P Kensho New Economies Composite ETF Exchange-Traded Fund	Other securities	—	—	$124K	0.7%
Participant Loans to participants, bearing interest from 9.00% to 9.50%	Bonds / Notes	—	—	$94K	0.6%
GraniteShares Bloomberg Commodity Broad Strategy No K-1 ETF Exchange-Traded Fund	Other securities	—	—	$82K	0.5%
Vanguard Value ETF Exchange-Traded Fund	Mutual Funds	—	—	$75K	0.5%
iShares 0-5 Year TIPS Bond ETF Exchange-Traded Fund	Other securities	—	—	$66K	0.4%
Vanguard Global ex-U.S. Real Estate ETF Exchange-Traded Fund ** 826 Vanguard Mid-Cap Value ETF Exchange-Traded Fund	Mutual Funds	—	—	$64K	0.4%
Vanguard Small-Cap Value ETF Exchange-Traded Fund	Mutual Funds	—	—	$56K	0.3%
Vanguard Dividend Appreciation ETF Exchange-Traded Fund	Mutual Funds	—	—	$48K	0.3%
Goldman Sachs ActiveBeta International Equity Exchange-Traded Fund	Other securities	—	—	$39K	0.2%
Vanguard Short-Term Inflation-Protected Securities ETF Exchange-Traded Fund	Mutual Funds	—	—	$29K	0.2%
Goldman Sachs ActiveBeta Europe Equity ETF Exchange-Traded Fund	Other securities	—	—	$25K	0.1%
Goldman Sachs ActiveBeta Emerging Markets Equity Exchange-Traded Fund	Other securities	—	—	$16K	<0.1%
JPMorgan Ultra-Short Income Exchange-Traded Fund	Other securities	—	—	$15K	<0.1%
Goldman Sachs ActiveBeta Japan Equity ETF Exchange-Traded Fund	Other securities	—	—	$10K	<0.1%
Goldman Sachs ActiveBeta US Small Cap Equity ETF Exchange-Traded Fund	Other securities	—	—	$9K	<0.1%
Schwab U.S REIT ETF Exchange-Traded Fund	Mutual Funds	—	—	$6K	<0.1%
Goldman Sachs Access U.S. Aggregate Bond ETF Exchange-Traded Fund	Other securities	—	—	$5K	<0.1%
Goldman Sachs Access Investment Grade Corporate Bond ETF Exchange-Traded Fund	Other securities	—	—	$5K	<0.1%
Goldman Sachs Access Emerging Markets USD Bond ETF Exchange-Traded Fund	Other securities	—	—	$5K	<0.1%
Vanguard U.S. Large-Cap Growth Equity ETF Exchange-Traded Fund	Mutual Funds	—	—	$4K	<0.1%
Invesco Emerging Markets Sovereign Debt ETF Exchange-Traded Fund ** 99 Invesco QQQ Trust Exchange-Traded Fund	Mutual Funds	—	—	$4K	<0.1%
iShares Core MSCI EAFE ETF Exchange-Traded Fund	Other securities	—	—	$4K	<0.1%
Vanguard LongTerm Government Bond Exchange-Traded Fund	U.S. Treasuries	—	—	$4K	<0.1%
Goldman Sachs TreasuryAccess 01 Year ETF Exchange-Traded Fund	Other securities	—	—	$3K	<0.1%
iShares Core MSCI Emerging Markets ETF Exchange-Traded Fund	Other securities	—	—	$3K	<0.1%
Goldman Sachs Access Inflation Protected USD Bond ETF Exchange-Traded Fund ** 59 iShares Core S&P Total U.S. Stock Market ETF Exchange-Traded Fund	Other securities	—	—	$1K	<0.1%