AUMdb

Avalon Holdings Corporation Participating Companies Profit Sharing Plan And Trust

Sponsored by Avalon Holdings Corporation · EIN 341863889 · Plan #001

Total assets
$7.2M
Net assets
$7.2M
Active participants
306
With balances
223

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
First National Trust Company Investment advisory (plan), Consulting fees $24,354
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $22,522