Plan Snapshot
- Plan Sponsor: Avalon Hr LLC
- Sponsor EIN: 201360631
- Sponsor Address: 100 S PACE BLVD., PENSACOLA, FL, 32502
- Plan Type: 401(k)
- Total Participants: 223
- Total Assets: $9.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 223 | $9.9M | $346,540 | $747,796 |
| 2023 | 171 | $8.2M | $277,623 | $656,920 |
| 2022 | 180 | $6.2M | $171,725 | $500,118 |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH | Auditor | — | — | $0 |
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 | $61,427 | $1,467 | $59,960 | — | — |
| 2023 | $43,057 | $327 | $42,730 | — | — |
| 2022 | $58,762 | $13 | $58,749 | — | — |