Plan Snapshot
- Plan Sponsor: Avalon Holdings Corporation
- Sponsor EIN: 341863889
- Sponsor Address: ONE AMERICAN WAY, WARREN, OH, 44484
- Plan Type: DC
- Total Participants: 306
- Total Assets: $7.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 306 | $7.2M | $54,716 | $352,811 |
| 2023 | 331 | $7.1M | $19,432 | $369,402 |
| 2022 | 308 | $6.6M | $0 | $390,647 |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $22,522 | $4,355 | $26,877 |
| FIRST NATIONAL TRUST COMPANY | NONE | $24,354 | — | $24,354 |
| HILL BARTH & KING LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- HILL BARTH & KING LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,231
- Estimated Expense Ratio: 0.708% of plan assets
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 | $46,876 | — | $46,876 | — | — |
| 2023 | $1,160,133 | — | $43,174 | — | — |
| 2022 | $46,727 | — | $46,727 | — | — |