Original filing (PDF)20251015110526NAL0004365793001

AVLIS PARTNERS, LLC

Name: AVLIS PARTNERS, LLC — AVLIS PARTNERS, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: AVLIS PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

AVLIS PARTNERS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVLIS PARTNERS, LLC.

Plan sponsor

Name

AVLIS PARTNERS, LLC

EIN

83-0805716

Address

900 GOLF VIEW COURT · DACULA, GA · 30019

Phone

(949) 275-7108

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

1C · Cash balance or similar hybrid DB

1I · Frozen plan — no new benefit accrual

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Real Estate plans

REAL ESTATE PUBLISHING CORPORATION

REAL ESTATE PUBLISHING 401(K) TRUST

$1.2M · 17 participants

TOWN WEST REALTY II, INC.

TOWN WEST REALTY II, INC. 401(K) PROFIT SHARING PLAN

$1.1M · 18 participants

CEDAR PROPERTY MANAGEMENT, INC.

CEDAR PROPERTY MANAGEMENT, INC. 401(K) PROFIT SHARING PLAN

$1.1M · 3 participants

LANCASTER COUNTY ASSOCIATION OF REALTORS

LANCASTER COUNTY ASSOCIATION OF REALTORS RETIREMENT SAVINGS PLAN

$1.1M · 6 participants

SCHAFFEL DEVELOPMENT COMPANY, INC.