Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AVALON BUSINESS ENGINEERING SERVICES, LLC
EIN 27-1904708mechanical or industrial engineeringLatest filing 2025
Plans
3
Retirement
3
$2.1M assets
Welfare
0
Participants
47
1020 S UNIVERSITY PARK BLVD, SUITE 200 - CLEARFIELD, UT 84015801-668-5823LinkedIn11-50 employeesmechanical or industrial engineering
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $2.1M assets / 47 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
AVALON BUSINESS ENGINEERING SERVICES 401(K) PS PLAN & TRUST
401k
Assets$1.2M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
AVALON BUSINESS ENGINEERING SERVICES, LLC CASH BALANCE PLAN
CashBalance
Assets$685K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
AVALON BUSINESS ENGINEERING SERVICES, LLC PROFIT SHARING PLAN
ProfitSharing
Assets$165K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVALON BUSINESS ENGINEERING SERVICES 401(K) PS PLAN & TRUST | 401k | $1.2M | 16 | 2025 | |
| 002 | AVALON BUSINESS ENGINEERING SERVICES, LLC CASH BALANCE PLAN | CashBalance | $685K | 10 | 2025 | |
| 003 | AVALON BUSINESS ENGINEERING SERVICES, LLC PROFIT SHARING PLAN | ProfitSharing | $165K | 21 | 2025 |
Retirement plans