How big is Avalon Global Asset Management LLC's plan?

Avalon Global Asset Management LLC's plan reported $3.9M in assets and 5 participants for 2024.

Original filing (PDF)20251001143601NAL0005980643002

Avalon Global Asset Management LLC

Name: Avalon Global Asset Management LLC — AGAM Profit, Form 5500 (2024)
Creator: Avalon Global Asset Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AGAM Profit Sharing 401(k) Plan

401(k) retirement plan · Avalon Global Asset Management LLC's AGAM Profit Sharing 401(k) Plan held $3.9M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Avalon Global Asset Management LLC's EIN is 94-3344559.

EIN 94-3344559

Plan number 001

Plan year 2024

ACK ID 20251001143601NAL0005980643002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Avalon Global Asset Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Avalon Global Asset Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AVALON GLOBAL ASSET MANAGEMENT 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