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

> 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

- **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

- [P Insurance Group Agencies, INC.](https://planprovider.pro/companies/p-insurance-group-agencies-inc-401k-plan) — 3 participants

- [Florida'S Top Insurance Services INC.](https://planprovider.pro/companies/florida-s-top-insurance-services-inc-plan) — 3 participants

- [Vance Risk Consultants, INC.](https://planprovider.pro/companies/vance-risk-consultants-inc-401k-plan) — 3 participants

- [Tolan Insurance Group, INC.](https://planprovider.pro/companies/tolan-insurance-group-inc-401k-plan) — 3 participants

- [Miller,Miller,Bradwish&Miller, P.A.](https://planprovider.pro/companies/miller-miller-bradwish-miller-p-a-401k-plan) — 3 participants

- [David Schwenk Financial, INC.](https://planprovider.pro/companies/david-schwenk-financial-inc-401k-plan) — 4 participants

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

© 2026 PlanProvider.Pro