Retirement plan

AVESHKA, INC. 401(K) RETIREMENT SAVINGS PLAN

Name: AVESHKA, INC. - AVESHKA, INC. 401(K) RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: AVESHKA, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AVESHKA, INC. 401(K) RETIREMENT SAVINGS PLAN, AVESHKA, INC.

AVESHKA, INC.EIN 27-2056047Plan #002PY 2025

1900 GALLOWS ROAD - VIENNA, VA 22182571-814-5700

Prospect flagsFailed to transmit contributions

How to read this page

Total assets (EOY)

$9.1M

+21.6% from 2024

Total participants

234

-0.8% from 2024

Average account balance

$41,913

+20.0% from 2024

Annual return

19.21%

+8.85 pp from 2024

Benchmarks

See 2,365 peers

Peer group

Industry51 - Information

Plan typeDefined contribution

Participants25-99

Cohort2,365 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$9.14M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$42K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

218

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

81.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$645K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$8K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+19.21%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$287

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 10 of 14 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC2 years Filed as: T. ROWE PRICE RPS, INC. Service code 15 · EIN 52-1309931	Recordkeeping	$62,583
AMERICAN FUNDS2 years Service code 28 · EIN 95-1411037	Investment Management	$0
BLACKROCK2 years Filed as: BLACKROCK FUNDS Service code 28 · EIN 04-6171663	Investment Management	$0
COLUMBIA2 years Filed as: COLUMBIA FUNDS Service code 28 · EIN 93-0577450	Investment Management	$0
DIMENSIONAL FUND ADVISORS2 years Filed as: DIMENSIONAL FUNDS Service code 28 · EIN 95-4470812	Investment Management	$0
FRANKLIN TEMPLETON2 years Service code 28 · EIN 13-2670991	Investment Management	$0
MORGAN STANLEY SMITH BARNEY2 years Filed as: JP MORGAN FUNDS Service code 28 · EIN 13-2624428	Investment Management	$0
DELAWARE INVESTMENTS2 years Filed as: MACQUARIE MID CAP GROWTH R6 Service code 28 1 FREEDOM VALLEY DRIVE · OAKS, PA 19456	Investment Management	$0
PIMCO FUNDS2 years Service code 28 · EIN 33-0629048	Investment Management	$0
PRUDENTIAL RETIREMENT INSURANCE AND2 years Filed as: PRUDENTIAL JENNISON Service code 28 · EIN 22-3703799	Investment Management	$0

Plan features & details

Pension benefit codes2E2F2G2J2K3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$63K

$745 / participant

Other / not subdivided$63K100.0%

% of EOY assets

0.685%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: UHY LLP
Auditor EIN: 200694403
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$41,913

$78,520-46.6%

$96,576-56.6%

$82,448-49.2%

Participation rate

81.0%

77.7%+3.2pp

81.4%-0.5pp

68.1%+12.9pp

Annual return

19.21%

41.30%-22.1pp

38.47%-19.3pp

41.64%-22.4pp

Employer contribution / active EE

$91

$2,630-96.5%

$3,553-97.4%

$2,551-96.4%

Participant deferral / active EE

$7,582

$6,754+12.3%

$7,956-4.7%

$4,139+83.2%

Admin fee / account holder

$287

$13,455-97.9%

$11,381-97.5%

$7,234-96.0%

Provider

Service type

Compensation

T ROWE PRICE RPS INC2 years

Filed as: T. ROWE PRICE RPS, INC.

Service code 15 · EIN 52-1309931

Recordkeeping

$62,583

AMERICAN FUNDS2 years

Service code 28 · EIN 95-1411037

Investment Management

BLACKROCK2 years

Filed as: BLACKROCK FUNDS

Service code 28 · EIN 04-6171663

Investment Management

COLUMBIA2 years

Filed as: COLUMBIA FUNDS

Service code 28 · EIN 93-0577450

Investment Management

DIMENSIONAL FUND ADVISORS2 years

Filed as: DIMENSIONAL FUNDS

Service code 28 · EIN 95-4470812

Investment Management

FRANKLIN TEMPLETON2 years

Service code 28 · EIN 13-2670991

Investment Management

MORGAN STANLEY SMITH BARNEY2 years

Filed as: JP MORGAN FUNDS

Service code 28 · EIN 13-2624428

Investment Management

DELAWARE INVESTMENTS2 years

Filed as: MACQUARIE MID CAP GROWTH R6

Service code 28

1 FREEDOM VALLEY DRIVE · OAKS, PA 19456

Investment Management

PIMCO FUNDS2 years

Service code 28 · EIN 33-0629048

Investment Management

PRUDENTIAL RETIREMENT INSURANCE AND2 years

Filed as: PRUDENTIAL JENNISON

Service code 28 · EIN 22-3703799

Investment Management

AVESHKA, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AVESHKA, INC. 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion