How big is Avlis Partners, LLC's plan?

Avlis Partners, LLC's plan reported $1.1M in assets and 6 participants for 2024.

Original filing (PDF)20251015110526NAL0004365793001

Avlis Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Avlis Partners, LLC Cash Balance Plan

Defined-benefit pension plan · Avlis Partners, LLC's Avlis Partners, LLC Cash Balance Plan held $1.1M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

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

EIN 83-0805716

Plan number 002

Plan year 2024

ACK ID 20251015110526NAL0004365793001

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 a cash-balance formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AVLIS PARTNERS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off