Avalara, Inc. 401(k) Plan
Sponsored by Avalara, Inc. · EIN 911995935 · Plan #001
- Total assets
- $232M
- Net assets
- $232M
- Active participants
- 2,309
- With balances
- 3,004
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
| Usi Advisors, Inc. CRD 108113 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Recordkeeping fees, Account maintenance fees | $233,738 |
| Global Retirement Partners Llc | Investment advisory (plan) | $30,078 |
| Usi Advisors Inc | Investment advisory (plan) | $10,236 |