# Avalon Hr LLC 401(k) Plan
Source: https://planprovider.pro/companies/avalon-hr-llc-401k-plan

> Avalon Hr LLC's 401(k) plan: 223 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

## Similar Plans

- [Real Capital Leasing LLC](https://planprovider.pro/companies/storage-cap-leasing-llc-401k-plan) — 216 participants

- [Lighthouse Hr Services, LLC](https://planprovider.pro/companies/lighthouse-hr-services-llc-401k-plan) — 260 participants

- [Plan Compliance Services, INC.](https://planprovider.pro/companies/plan-compliance-services-inc-401k-plan-029) — 317 participants

- [Payroll Made Easy, INC. Dba Continuum Hr](https://planprovider.pro/companies/payroll-made-easy-inc-dba-continuum-hr-401k-plan) — 318 participants

- [Howes Teeter INC](https://planprovider.pro/companies/howes-teeter-inc-401k-plan) — 4 participants

- [Allstaff Payroll, INC.](https://planprovider.pro/companies/allstaff-payroll-inc-401k-plan) — 532 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/avalon-hr-llc-401k-plan)

© 2026 PlanProvider.Pro