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Original filing (PDF)20250924152654NAL0017423074001
AVALARA, INC.
Form 5500
FILING_RECEIVED
AVALARA, INC. 401(K) PLAN
401(k) retirement plan
Active participants
2,309
Accounts w/ balance
3,004
Plan assets (EOY)
$232.3M
Net assets (EOY)
$232.3M
How this plan invests
This plan
3 pooled trusts
Schedule D
29 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVALARA, INC..
Plan sponsor
Name
AVALARA, INC.
EIN
91-1995935
Address
255 S KING ST STE 1800 · SEATTLE, WA · 981042832
Phone
(206) 826-4900
Industry
Custom Computer Programming· Professional & Technical Servicessee 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
2025-09-24
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)
3H · Sponsor in controlled / affiliated group
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
DELOITTE & TOUCHE LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $234K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $30K | — |
| USI ADVISORS INC | 06-1397347 | — | ADVISOR | $10K | — |
Investments
26 direct securities · 3 pooled funds· $232.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$220.7M
26 holdings
Common Collective Trust
$11.5M
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity 500 Index Fund Mutual Fund | — | — | — | $32.5M | 14.0% | |
| American Funds Target Date 2055 Mutual Fund | — | — | — | $25.1M | 10.8% | |
| American Funds Target Date 2050 Mutual Fund | — | — | — | $24.6M | 10.6% | |
| American Funds Target Date 2045 Mutual Fund | — | — | — | $24.5M | 10.5% | |
| American Funds Target Date 2035 Mutual Fund | — | — | — | $23.7M | 10.2% | |
| American Funds Target Date 2040 Mutual Fund | — | — | — | $21.4M | 9.2% | |
| American Funds Target Date 2030 Mutual Fund | — | — | — | $13.5M | 5.8% | |
| American Funds Target Date 2060 Mutual Fund | — | — | — | $10.8M | 4.6% | |
| JPMorgan Large Cap Grow th Fund Mutual Fund | — | — | — | $7.7M | 3.3% | |
| American Funds Target Date 2025 Mutual Fund | — | — | — | $5.4M | 2.3% | |
| PIONEER INTL EQ R1 GREAT GRAY TRUST COMPANY, LLC · EIN 99-1228395 / PN 001 | Common Collective Trust | — | — | $5.3M | 2.3% | |
| Fidelity Mid-Cap Index Fund Mutual Fund | — | — | — | $4.9M | 2.1% | |
| American Funds Bond Fund of America Mutual Fund | — | — | — | $4.6M | 2.0% | |
| PIMCO RAE US U GREAT GRAY TRUST COMPANY, LLC · EIN 92-2452619 / PN 001 | Common Collective Trust | — | — | $3.8M | 1.6% | |
| PIMCO RAE US Fund Institutional Class Mutual Fund | — | — | — | $3.7M | 1.6% | |
| ith various maturities through July 2034 -0- | — | — | — | $2.6M | 1.1% | |
| American Funds New World Fund Mutual Fund | — | — | — | $2.6M | 1.1% | |
| Harbor Small Cap Grow th Retirement Mutual Fund | — | — | — | $2.5M | 1.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.5M | 1.1% | |
| Principal Mid-Cap Fund R6 Mutual Fund | — | — | — | $2.4M | 1.0% | |
| American Funds Target Date 2065 Mutual Fund | — | — | — | $2.3M | 1.0% | |
| American Funds Target Date 2020 Mutual Fund | — | — | — | $2.3M | 1.0% | |
| Victory Sycamore Established Value Fund Class R6 Mutual Fund | — | — | — | $1.6M | 0.7% | |
| Principal Real Estate Securities Fund Mutual Fund | — | — | — | $1.4M | 0.6% | |
| Fidelity U.S. Bond Index Fund Mutual Fund | — | — | — | $321K | 0.1% | |
| Fidelity Small-Cap Index Fund Mutual Fund | — | — | — | $246K | 0.1% | |
| American Funds Target Date 2010 Mutual Fund | — | — | — | $203K | <0.1% | |
| American Funds Target Date 2015 Mutual Fund | — | — | — | $107K | <0.1% | |
| Fidelity Government Money Market Money Market Fund | — | — | — | $58K | <0.1% |