Back to filter
Original filing (PDF)20250314200459NAL0036372560001
AVA ENTERPRISES, INC.
Form 5500-SF
FILING_RECEIVED
AVA ENTERPRISES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
77
Accounts w/ balance
57
Plan assets (EOY)
$2.4M
Net assets (EOY)
$2.4M
Plan health score (directional)
89
/ 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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVA ENTERPRISES, INC..
Plan sponsor
Name
AVA ENTERPRISES, INC.
EIN
95-4208577
Address
3451 LUNAR COURT · OXNARD, CA · 93030
Phone
(805) 988-0192
Industry
Wholesale Tradesee 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
2025-03-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Wholesale Trade plans
YERICO MANUFACTURING INC
YERICO MANUFACTURING INC 401(K) PROFIT SHARING PLAN & TRUST
$2.4M · 33 participants
DERF ELECTRONICS CORPORATION
DERF ELECTRONICS CORP. 401(K) RETIREMENT PLAN
$2.4M · 25 participants
TELECOM ELECTRIC SUPPLY COMPANY, LLC
TELECOM ELECTRIC SUPPLY COMPANY, LLC 401K PLAN
$2.4M · 26 participants
ADGO, INC.
ADGO, INC. SAVINGS & INVESTMENT PLAN
$2.4M · 17 participants
ELLISON ELECTRIC SUPPLY, INC.
ELLISON ELECTRIC SUPPLY, INC. 401(K) PLAN
$2.4M · 10 participants
WATSON SALES COMPANY, LLC
WATSON SALES COMPANY, LLC DEFINED BENEFIT PLAN
$2.4M · 3 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B