How big is Avero LLC's plan?

Avero LLC's plan reported $66K in assets and 4 participants for 2023.

Original filing (PDF)20240910125751NAL0003515043001

Avero LLC

Name: Avero LLC — Avero LLC 401(k) Plan, Form 5500 (2023)
Creator: Avero LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avero LLC 401(k) Plan

401(k) retirement plan · Avero LLC's Avero LLC 401(k) Plan held $66K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

Scott Flagle signed Avero LLC's 2023 Form 5500 as plan administrator.

Scott Flagle — 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

Avero LLC's EIN is 82-3548946.

EIN 82-3548946

Plan number 001

Plan year 2023

ACK ID 20240910125751NAL0003515043001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Avero LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Avero 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 AVERO 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

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

Plan sponsor

Name

AVERO LLC

EIN

all filings

Address

205 W. JEFFERSON BLVD · STE 507 · SOUTH BEND, IN · 46601

Phone

(574) 310-2562

Industry

Admin Support & Waste Mgmt

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

2024-09-10

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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