How big is The Whale AVL LLC's plan?

The Whale AVL LLC's plan reported $33K in assets and 26 participants for 2024.

Original filing (PDF)20250721200436NAL0000899987001

The Whale AVL LLC

Name: The Whale AVL LLC — The Whale 401(k), Form 5500 (2024)
Creator: The Whale AVL LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Whale 401(k)

401(k) retirement plan · The Whale AVL LLC's The Whale 401(k) held $33K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$33K

Net assets (EOY)

$33K

People on this filing

Nick Rice signed The Whale AVL LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

The Whale AVL LLC's EIN is 82-0696768.

EIN 82-0696768

Plan number 001

Plan year 2024

ACK ID 20250721200436NAL0000899987001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Whale AVL LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Whale AVL 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 THE WHALE AVL LLC.

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

THE WHALE AVL LLC

EIN

all filings

Address

507-10 HAYWOOD RD · ASHEVILLE, NC · 28806

Phone

(860) 208-8287

Industry

Retail Trade

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

2025-07-21

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)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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