How big is Washington Avenue Advisors, LLC's plan?

Washington Avenue Advisors, LLC's plan reported $703K in assets and 8 participants for 2024.

Original filing (PDF)20250912103009NAL0001163424001

Washington Avenue Advisors, LLC

Name: Washington Avenue Advisors, LLC — Washington Avenue, Form 5500 (2024)
Creator: Washington Avenue Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Washington Avenue Advisors 401(k) Plan

401(k) retirement plan · Washington Avenue Advisors, LLC's Washington Avenue Advisors 401(k) Plan held $703K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$703K

Net assets (EOY)

$703K

People on this filing

Kelly Durante signed Washington Avenue Advisors, LLC's 2024 Form 5500 as plan administrator.

Kelly Durante — 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

Washington Avenue Advisors, LLC's EIN is 81-2023796.

EIN 81-2023796

Plan number 001

Plan year 2024

ACK ID 20250912103009NAL0001163424001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Washington Avenue Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Washington Avenue Advisors, LLC's plan includes ERISA 404(c) participant direction, a default investment (QDIA), a 401(k) feature, profit-sharing, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WASHINGTON AVENUE ADVISORS, LLC.

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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