# B Avery Enterprises, INC. DC Plan
Source: https://planprovider.pro/companies/b-avery-enterprises-inc-465104203-001

> B Avery Enterprises, INC.'s DC plan: 3 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** B Avery Enterprises, INC.

- **Sponsor EIN:** 465104203

- **Sponsor Address:** 1018 SW 4TH PLACE, CAPE CORAL, FL, 33991

- **Plan Type:** DC

- **Plan Number:** 001

- **Total Participants:** 3

- **Total Assets:** $789,224

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** Yes

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2025|3|$789,224|$0|$0|

| 2024|2|$866,307|$0|$0|

| 2023|1|$866,940|$8,000|$0|

| 2022|2|$894,821|$10,130|$0|

## Similar Plans

- [Brown & Brown, INC.](https://planprovider.pro/companies/brown-brown-inc-401k-plan) — 15,728 participants

- [Assuredpartners, INC.](https://planprovider.pro/companies/assuredpartners-inc-401k-plan) — 9,755 participants

- [The Baldwin Group Colleague, INC.](https://planprovider.pro/companies/brp-colleague-inc-401k-plan) — 4,121 participants

- [Foundation Risk Partners Corp](https://planprovider.pro/companies/foundation-risk-partners-corp-401k-plan) — 2,455 participants

- [Insurance Office Of America, INC.](https://planprovider.pro/companies/insurance-office-of-america-inc-401k-plan) — 1,227 participants

- [Insurance Office Of America, INC.](https://planprovider.pro/companies/insurance-office-of-america-inc-plan) — 1,190 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/b-avery-enterprises-inc-465104203-001)

© 2026 PlanProvider.Pro