How big is Avant Financial Advisors LLC's plan?

Avant Financial Advisors LLC's plan reported $231K in assets and 3 participants for 2024.

Original filing (PDF)20250604170250NAL0019479456001

Avant Financial Advisors LLC

Name: Avant Financial Advisors LLC — Avant Financial, Form 5500 (2024)
Creator: Avant Financial Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Avant Financial Advisors 401(k) Plan

401(k) retirement plan · Avant Financial Advisors LLC's Avant Financial Advisors 401(k) Plan held $231K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$231K

Net assets (EOY)

$231K

People on this filing

Scott ELA signed Avant Financial Advisors LLC's 2024 Form 5500 as plan administrator.

Scott ELA — 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

Avant Financial Advisors LLC's EIN is 83-0863990.

EIN 83-0863990

Plan number 002

Plan year 2024

ACK ID 20250604170250NAL0019479456001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Avant Financial Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Avant Financial Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AVANT FINANCIAL ADVISORS 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