Sponsor portfolio
AVALAN, LLC
EIN 27-4448768information technology and servicesLatest filing 2025
Plans
1
Retirement
1
$1.4M assets
Welfare
0
Participants
11
233 E. CARRILLO ST., STE B - SANTA BARBARA, CA 93101805-962-7725avalaninc.comLinkedIn11-50 employeesinformation technology and services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AVALAN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $1.4M | 11 | 2025 |
Retirement plans