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Sponsor portfolio

AVAIL TECHNOLOGIES, INC.

EIN 25-1831158-computer software-Latest filing 2024
Plans
2
Retirement
2
$40.4M assets
Welfare
0
Participants
329
1960 OLD GATESBURG ROAD, SUITE 200 - STATE COLLEGE, PA 16803814-234-3394availtec.comLinkedIn51-200 employeescomputer software
Plans on this EIN
2 filings
#002ESOP-$21.9M - 182 part#001401k-$18.5M - 147 part

Retirement portfolio analytics

2 plans aggregated / $40.4M assets / 329 participants

Assets by plan

Share of aggregate retirement assets

54%top
  • EMPLOYEE STOCK OWNERSHIP (#002)54%
  • 401(K) RETIREMENT PLAN (#001)46%
Total $40.4MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
54%top
  • (Not disclosed)54%
  • ASSETMARK RETIREMENT SERVICES, INC.46%
Total $40.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • EMPLOYEE STOCK OWNERSHIP (#002)182
  • 401(K) RETIREMENT PLAN (#001)147
Total 329Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AVAIL TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLAN

ESOP

Assets$21.9M
Participants182
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AVAIL TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN

401k

Assets$18.5M
Participants147
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AVAIL TECHNOLOGIES, INC. EMPLOYEE STOCK OWNERSHIP PLANESOP$21.9M1822024
001AVAIL TECHNOLOGIES, INC. 401(K) RETIREMENT PLAN401k$18.5M1472024
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