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WILLIAM AVERY & ASSOCIATES, INC.

EIN 95-4001710-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
1
Retirement
1
$2.4M assets
Welfare
0
Participants
7
16 LYNDON AVENUE, STE 200 - LOS GATOS, CA 95030408-399-4424william-herald-associates-inc.hub.bizLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$2.4M - 7 part

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Retirement#001

AVERY ASSOCIATES PROFIT SHARING/401(K) PLAN

401k

Assets$2.4M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVERY ASSOCIATES PROFIT SHARING/401(K) PLAN401k$2.4M72024
Retirement plans
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