Plan Snapshot
- Plan Sponsor: Avcon, INC.
- Sponsor EIN: 592890463
- Sponsor Address: 5555 E MICHIGAN ST STE 200, ORLANDO, FL, 328222700
- Plan Type: 401(k)
- Total Participants: 110
- Total Assets: $25.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 110 | $25.0M | $783,005 | $1.1M |
| 2023 | 106 | $21.4M | $647,667 | $902,871 |
| 2022 | 83 | $17.3M | $623,469 | $812,247 |
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 |
|---|---|---|---|---|
| KELLY PARTNERS FRS ATTEST SERVICES | 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 | $67,079 | $46,267 | — | — | — |
| 2023 | $793,943 | — | $43,692 | — | — |
| 2022 | $966,177 | — | $37,321 | — | — |