· 2022–2024 · DOL EFAST2

ARVORY HOLDINGS, LLC — ARVORY HOLDINGS RETIREMENT PLAN, Form 5500 (2024)

Original filing (PDF)20260123153822NAL0007567907001

ARVORY HOLDINGS, LLC

Form 5500-SF

FILING_RECEIVED

ARVORY HOLDINGS RETIREMENT PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.2 mo

Active participants

74

Accounts w/ balance

35

Plan assets (EOY)

$546K

Net assets (EOY)

$545K

Plan health score

Above-average plan

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

91

Total plan cost

n/a

Plan health

41

Vendor & structure

100

Knocking points off

Filed 2.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (16th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

ARVORY HOLDINGS, LLC

EIN

84-1943561all filings

Address

18857 INDIAN SPRINGS CIRCLE · LAKE OSWEGO, OR · 97035

Phone

(503) 648-0521

Industry

Offices of Dentists· Health Care & Social Assistancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-01-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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