· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
AVONDALE PARTNERS, LLC — AVONDALE PARTNERS, LLC 401(K) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250709102825NAL0007968048001
AVONDALE PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
AVONDALE PARTNERS, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
12
Plan assets (EOY)
$3.0M
Net assets (EOY)
$3.0M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AVONDALE PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
AVONDALE PARTNERS, LLC
EIN
62-1761948
Address
4322 HARDING PIKE, SUITE 414 · NASHVILLE, TN · 37205
Phone
(615) 467-3500
Industry
Finance & Insurance
see all
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
2025-07-09
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
MEDIOBANCA SECURITIES
MEDIOBANCA SECURITIES 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 6 participants
CAPITALIST INVESTMENT SERVICES, LLC
CAPITALIST INVESTMENT SERVICES, LLC 401(K) PLAN
$3.0M · 4 participants
METRIC POINT CAPITAL, LLC
METRIC POINT CAPITAL, LLC 401(K) PLAN
$3.0M · 10 participants
YARDENI RESEARCH INC
YARDENI RESEARCH INC 401(K) PROFIT SHARING PLAN & TRUST
$3.0M · 11 participants
ROCHESTER NETWORK SUPPLY, INC.
ROCHESTER NETWORK SUPPLY, INC. 401(K) PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$3.0M · 28 participants
INDIAN RIVER INVESTMENT CENTER
INDIAN RIVER INVESTMENT CENTER 401(K) PLAN
$3.0M · 4 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
