Assets by plan
Share of aggregate retirement assets
78%top
Sponsor portfolio
AVLIS PARTNERS, LLC
EIN 83-0805716Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
12
900 GOLF VIEW COURT - DACULA, GA 30019949-275-7108
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 12 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#002
AVLIS PARTNERS, LLC CASH BALANCE PLAN
CashBalance
Assets$1.3M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AVLIS PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST
401k
Assets$367K
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | AVLIS PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $1.3M | 6 | 2025 | |
| 001 | AVLIS PARTNERS, LLC 401(K) PROFIT SHARING PLAN AND TRUST | 401k | $367K | 6 | 2025 |
Retirement plans