Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AVALON CAPITAL MANAGEMENT
EIN 94-3158692investment managementLatest filing 2025
Plans
2
Retirement
2
$7.0M assets
Welfare
0
Participants
1,955,675
495 SEAPORT COURT, SUITE 106 - REDWOOD CITY, CA 94063650-306-1500avaloncapital.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $7.0M assets / 1,955,675 participantsParticipants by plan
Active + retired + deferred vested
- PROFIT SHARING PLAN (#001)1,955,672
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 CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN
401k
Assets$6.1M
Participants1,955,672
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN
CashBalance
Assets$890K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVALON CAPITAL MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $6.1M | 1,955,672 | 2025 | |
| 002 | AVALON CAPITAL MANAGEMENT CASH BALANCE PLAN | CashBalance | $890K | 3 | 2025 |
Retirement plans