How big is Henry Avocado Corporation's plan?

Henry Avocado Corporation's plan reported $22.5M in assets and 108 participants for 2024.

Original filing (PDF)20250806171311NAL0006755218001

Henry Avocado Corporation

Name: Henry Avocado Corporation — Form 5500 (2024)
Creator: Henry Avocado Corporation
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

401(k) retirement plan · Henry Avocado Corporation held $22.5M in plan assets for 108 participants in 2024, with Fidelity as recordkeeper.

Signals · 1

High average account balance

Active participants

108

Accounts w/ balance

128

Plan assets (EOY)

$22.5M

Net assets (EOY)

$22.5M

People on this filing

Theresa Adams signed Henry Avocado Corporation's 2024 Form 5500 as plan administrator.

Theresa Adams — 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

Henry Avocado Corporation's EIN is 95-3434793.

EIN 95-3434793

Plan number 001

Plan year 2024

ACK ID 20250806171311NAL0006755218001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Henry Avocado Corporation from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Henry Avocado Corporation's plan includes a 401(k) feature, a default investment (QDIA), ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for HENRY AVOCADO CORPORATION.

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How this plan invests

This plan

34 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Helping the score

Below-peer total plan cost (96th percentile).
High average account balance (94th percentile).

Plan sponsor

Name

HENRY AVOCADO CORPORATION

EIN

all filings

Address

2208 HARMONY GROVE ROAD · ESCONDIDO, CA · 92029

Phone

(760) 745-6632

Industry

Agriculture, Forestry, Fishing, Hunting

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

2025-08-06

Pension benefit codes

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

Audit & trust (Schedule H)

Auditor

CLIFTONLARSONALLEN LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$215	—

Investments

34 direct securities· $22.5M(100% of reported assets)

Mutual Funds

$18.1M

32 holdings

Common Collective Trusts

$4.4M

2 holdings

					% of plan
Fidelity Total Market Index -	Common Collective Trusts	—	—	$4.4M	19.6%
Fidelity Government Money Market -	Mutual Funds	—	—	$3.0M	13.1%
Fidelity Growth Company -	Mutual Funds	—	—	$2.6M	11.5%
Fidelity Freedom 2025 -	Mutual Funds	—	—	$2.5M	11.1%
Fidelity Blue Chip Growth -	Mutual Funds	—	—	$1.6M	7.1%
Fidelity Mid-Cap Stock -	Mutual Funds	—	—	$1.3M	5.8%
Fidelity Value Fund -	Mutual Funds	—	—	$1.2M	5.3%
Fidelity Contrafund -	Mutual Funds	—	—	$948K	4.2%
Fidelity Low Priced Stock -	Mutual Funds	—	—	$859K	3.8%
Fidelity Freedom 2035 -	Mutual Funds	—	—	$826K	3.7%
Fidelity Growth Strategies Fund -	Mutual Funds	—	—	$404K	1.8%
Fidelity Diversified International -	Mutual Funds	—	—	$368K	1.6%
Fidelity Large Cap Stock -	Mutual Funds	—	—	$350K	1.6%
Fidelity OTC Portfolio -	Mutual Funds	—	—	$329K	1.5%
Fidelity Puritan -	Mutual Funds	—	—	$278K	1.2%
Fidelity Freedom 2040 -	Mutual Funds	—	—	$227K	1.0%
Fidelity Overseas -	Mutual Funds	—	—	$224K	1.0%
Fidelity Investment Grade Bond Fund -	Mutual Funds	—	—	$179K	0.8%
Fidelity Real Estate Investment Portfolio -	Mutual Funds	—	—	$152K	0.7%
Fidelity Value Strategies Fund -	Mutual Funds	—	—	$147K	0.7%
Fidelity Freedom 2030 -	Mutual Funds	—	—	$136K	0.6%
Invesco Diversified Dividend Fund R5 Class -	Mutual Funds	—	—	$124K	0.6%
Fidelity Extended Market Index - Fidelity Advantage Class -	Mutual Funds	—	—	$94K	0.4%
Fidelity Equity, Inc. -	Mutual Funds	—	—	$74K	0.3%
Fidelity Intermediate Bond Fund -	Mutual Funds	—	—	$42K	0.2%
Fidelity Freedom 2020 -	Mutual Funds	—	—	$42K	0.2%
Fidelity Freedom Income -	Mutual Funds	—	—	$35K	0.2%
Fidelity Freedom 2050 -	Mutual Funds	—	—	$32K	0.1%
Fidelity Freedom 2045 -	Mutual Funds	—	—	$18K	<0.1%
Fidelity International Index Fund -	Common Collective Trusts	—	—	$17K	<0.1%
Fidelity U. S. Bond Index Pr -	Mutual Funds	—	—	$16K	<0.1%
Fidelity Small Cap Discovery -	Mutual Funds	—	—	$8K	<0.1%
Fidelity Small Cap Value -	Mutual Funds	—	—	$7K	<0.1%
Fidelity Freedom 2060 -	Mutual Funds	—	—	$6K	<0.1%