How big is Avery HESS Realtors' plan?

Avery HESS Realtors' plan reported $2.6M in assets and 5 participants for 2024.

Original filing (PDF)20250531100144NAL0023967106001

Avery HESS Realtors

Name: Avery HESS Realtors — Avery HESS Realtors 401(k), Form 5500 (2024)
Creator: Avery HESS Realtors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avery HESS Realtors 401(k) Profit Sharing Plan Trust

401(k) retirement plan · Avery HESS Realtors' Avery HESS Realtors 401(k) Profit Sharing Plan Trust held $2.6M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Joann Cheng signed Avery HESS Realtors' 2024 Form 5500 as plan administrator.

Joann Cheng — 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

Avery HESS Realtors' EIN is 52-1714643.

EIN 52-1714643

Plan number 001

Plan year 2024

ACK ID 20250531100144NAL0023967106001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Avery HESS Realtors from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Avery HESS Realtors' 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 AVERY HESS REALTORS.

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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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

AVERY HESS REALTORS

EIN

all filings

Address

2301 GALLOWS RD SUITE 230 · DUNN LORING, VA · 22027

Phone

(703) 448-0485

Industry

Real Estate

Plan administrator