Original filing (PDF)20250522125933NAL0008338306001

AVALON CAPITAL GROUP II, LLC

Name: AVALON CAPITAL GROUP II, LLC — AVALON CAPITAL GROUP II, LLC 401(K) PLAN, Form 5500 (2024)
Creator: AVALON CAPITAL GROUP II, LLC

Form 5500

FILING_RECEIVED

AVALON CAPITAL GROUP II, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVALON CAPITAL GROUP II, LLC.

Plan sponsor

Name

AVALON CAPITAL GROUP II, LLC

EIN

81-4598761

Address

PO BOX 1397 · NORTH SIOUX CITY, SD · 57049

Phone

(605) 232-9929

Industry

Finance & Insurancesee 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

2025-05-22

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)

3H · Sponsor in controlled / affiliated group

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

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $1.1M

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

			% of plan
GG G RETIRE INC F35 GREAT GRAY TRUST COMPANY · EIN 20-5886387 / PN 082	Common Collective Trust	$1.1M	100.0%

1–1 of 1

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