Plan Snapshot
- Plan Sponsor: Aavin Equity Advisors, LLC
- Sponsor EIN: 421519229
- Sponsor Address: 1245 1ST AVE SE, CEDAR RAPIDS, IA, 52402
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 11
- Total Assets: $4.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2025 | 11 | $4.5M | $0 | $0 |
| 2024 | 9 | $3.5M | $154,999 | $140,176 |
| 2023 | 8 | $3.0M | $143,880 | $125,192 |
| 2022 | 9 | $2.4M | $139,255 | $89,658 |