Avalon & Tahoe 401(k) Retirement Plan
Sponsored by Avalon & Tahoe Mfg., Inc. · EIN 382385785 · Plan #001
- Total assets
- $17.5M
- Net assets
- $17.5M
- Active participants
- 399
- With balances
- 562
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Capital Group Retirement Plan Servi | Recordkeeping fees | $52,454 |
| Great Lakes Pension Associates, Inc | Participant loan processing, Direct payment from the plan, Other fees | $30,375 |
| Capital Bank And Trust Company | Trustee (institutional) | $0 |