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AVALON CAPITAL MANAGEMENT — AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250930141212NAL0013341936001
AVALON CAPITAL MANAGEMENT
Form 5500-SF
FILING_RECEIVED
AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
—
Accounts w/ balance
—
Plan assets (EOY)
$4.0M
Net assets (EOY)
$4.0M
Plan health score (directional)
87
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
AVALON CAPITAL MANAGEMENT
.
Find decision makers
Plan sponsor
Name
AVALON CAPITAL MANAGEMENT
EIN
94-3158692
Address
495 SEAPORT COURT, SUITE 106 · REDWOOD CITY, CA · 94063
Phone
(650) 306-1500
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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B & T CAPITAL MANAGEMENT DBA ALPHA CAPITAL MANAGEMENT
90
Knocking points off
No active participants reported but plan still holds assets.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
ALPHA CAPITAL MANAGEMENT RETIREMENT TRUST
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