AUMdb

Avalon Administrative Services, Llc 401(k) Plan

Sponsored by Avalon Administrative Services, Llc · EIN 383969348 · Plan #001

Total assets
$14.6M
Net assets
$14.6M
Active participants
242
With balances
238

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
Betterment For Business, Llc Investment advisory (plan), Recordkeeping fees $26,476