Avum, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Avum, INC.
  • Sponsor EIN: 954487116
  • Sponsor Address: 6185 RAMIREZ CANYON ROAD, MALIBU, CA, 90265
  • Plan Type: 401(k)
  • Total Participants: 63
  • Total Assets: $4.6M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202463$4.6M$264,645$481,441
202331$3.1M$182,462$321,036
202224$2.1M$100,445$262,177

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