How big is Avondale Partners, LLC's plan?

Avondale Partners, LLC's plan reported $2.3M in assets and 7 participants for 2025.

Original filing (PDF)20260506171012NAL0003991602001

Avondale Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Avondale Partners, LLC 401(k) Retirement Plan

401(k) retirement plan · Avondale Partners, LLC's Avondale Partners, LLC 401(k) Retirement Plan held $2.3M in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Joel Oertling signed Avondale Partners, LLC's 2025 Form 5500 as plan administrator.

Joel Oertling — 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

Avondale Partners, LLC's EIN is 62-1761948.

EIN 62-1761948

Plan number 001

Plan year 2025

ACK ID 20260506171012NAL0003991602001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Avondale Partners, 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 AVONDALE PARTNERS, LLC.

Finding similar companies…

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