# Avalon Holdings Corporation DC Plan
Source: https://planprovider.pro/companies/avalon-holdings-corporation-plan-001

> Avalon Holdings Corporation's DC plan: 306 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [HILL BARTH & KING LLC](https://planprovider.pro/provider/hill-barth-and-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|—|—|

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