Original filing (PDF)20250716132808NAL0002448243001

Avalon Advisory Group LLC DBA Aspire Wealth Architects

Name: Avalon Advisory Group LLC DBA Aspire Wealth Architects — Form 5500 Plan 001 (2024)
Creator: Avalon Advisory Group LLC DBA Aspire Wealth Architects
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avalon Advisory Group 401(k) Plan

401(k) retirement plan · Avalon Advisory Group LLC DBA Aspire Wealth Architects' Avalon Advisory Group 401(k) Plan held $2.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Avalon Advisory Group LLC DBA Aspire Wealth Architects' EIN is 82-5370049.

EIN 82-5370049

Plan number 001

Plan year 2024

ACK ID 20250716132808NAL0002448243001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Avalon Advisory Group LLC DBA Aspire Wealth Architects from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Avalon Advisory Group LLC DBA Aspire Wealth Architects' plan includes 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 AVALON ADVISORY GROUP LLC DBA ASPIRE WEALTH ARCHITECTS.

Finding similar companies…

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