# Avalon Administrative Services, LLC 401(k) Plan
Source: https://planprovider.pro/companies/avalon-administrative-services-llc-401k-plan

> Avalon Administrative Services, LLC's 401(k) plan: 242 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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