# Avum, INC. 401(k) Plan
Source: https://planprovider.pro/companies/avum-inc-401k-plan

> Avum, INC.'s 401(k) plan: 63 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|63|$4.6M|$264,645|$481,441|

| 2023|31|$3.1M|$182,462|$321,036|

| 2022|24|$2.1M|$100,445|$262,177|

## Similar Plans

- [Next Wave Property Management LLC](https://planprovider.pro/companies/next-wave-property-management-llc-401k-plan) — 63 participants

- [Intercam Financial Services INC](https://planprovider.pro/companies/intercam-financial-services-inc-plan) — 63 participants

- [Verify, INC.](https://planprovider.pro/companies/verify-inc-401k-plan) — 61 participants

- [Advanced Rx Management, INC.](https://planprovider.pro/companies/advanced-rx-management-inc-401k-plan) — 66 participants

- [Compensia, INC.](https://planprovider.pro/companies/compensia-inc-plan) — 59 participants

- [Element Consulting Group](https://planprovider.pro/companies/element-consulting-group-401k-plan) — 58 participants

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

© 2026 PlanProvider.Pro