How big is Avlis Partners, LLC's plan?

Avlis Partners, LLC's plan reported $297K in assets and 6 participants for 2024.

Original filing (PDF)20251015135719NAL0002529747001

Avlis Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Avlis Partners, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Avlis Partners, LLC's Avlis Partners, LLC 401(k) Profit Sharing Plan and Trust held $297K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$297K

Net assets (EOY)

$297K

Plan identifiers

Avlis Partners, LLC's EIN is 83-0805716.

EIN 83-0805716

Plan number 001

Plan year 2024

ACK ID 20251015135719NAL0002529747001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Avlis Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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