Original filing (PDF)20250327133445NAL0017482113001

AVIANCE CAPITAL PARTNERS, LLC

Name: AVIANCE CAPITAL PARTNERS, LLC — AVIANCE CAPITAL PARTNERS 401K PLAN, Form 5500 (2023)
Creator: AVIANCE CAPITAL PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

AVIANCE CAPITAL PARTNERS 401K PLAN

401(k) retirement plan

Signals · 1

Late filing · 4.4 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVIANCE CAPITAL PARTNERS, LLC.

Plan sponsor

Name

AVIANCE CAPITAL PARTNERS, LLC

EIN

80-0160107

Address

2180 IMMOKALEE ROAD SUITE 301 · NAPLES, FL · 34110

Phone

(239) 598-4747

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2025-03-27

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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