Plan Snapshot
- Plan Sponsor: Avalon Administrative Services, LLC
- Sponsor EIN: 383969348
- Sponsor Address: 3405 W DR MARTIN LUTHER KING JR BLV, TAMPA, FL, 33607
- Plan Type: 401(k)
- Total Participants: 242
- Total Assets: $14.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 242 | $14.6M | $1.0M | $2.1M |
| 2023 | 233 | $11.1M | $858,863 | $1.8M |
| 2022 | 189 | $7.3M | $729,234 | $1.4M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LSL, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LSL, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $26,475 | $24,600 | — | — | — |
| 2023 | $23,842 | $22,492 | — | — | — |
| 2022 | $17,748 | $16,923 | — | — | $825 |