How big is AVID Wealth Partners,LLC's plan?

AVID Wealth Partners,LLC's plan reported $305K in assets and 5 participants for 2024.

Original filing (PDF)20250708125955NAL0006977664001

AVID Wealth Partners,LLC

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

Form 5500-SF

FILING_RECEIVED

AVID Wealth Partners 401(k) Plan

401(k) retirement plan · AVID Wealth Partners,LLC's AVID Wealth Partners 401(k) Plan held $305K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$305K

Net assets (EOY)

$305K

People on this filing

Alicia Fuschak signed AVID Wealth Partners,LLC's 2024 Form 5500 as plan administrator.

Alicia Fuschak — 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

AVID Wealth Partners,LLC's EIN is 85-1104557.

EIN 85-1104557

Plan number 001

Plan year 2024

ACK ID 20250708125955NAL0006977664001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AVID Wealth 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 AVID WEALTH 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score