AVALON HR, LLC

Plan Contact

  • Address: 100 PACE BLVD,PENSACOLA,FL
  • Contact person: DANA JACOBS
  • Phone: (850) 475-1555

Plan General Information

AVALON HR, LLC Total Retirement Plan Assets

At the end of 2021, the total retirement plan assets of AVALON HR, LLC is $7,341,630.00.This plan was established in 2022.

AVALON HR, LLC Total Number of Retirement Plan Participants

At the end of 2021, the total number of retirement plan participants in AVALON HR, LLC is 255

AVALON HR, LLC Average Participant Retirement Account Value

In 2021, the average participant retirement account value for AVALON HR, LLC is $28,790.00

AVALON HR, LLC Estimated Average Employee Contribution Amount

In 2021, the estimated average employee contribution amount per participant for AVALON HR, LLC is $2,230.00.

AVALON HR, LLC Estimated Average Employer Match

In 2021, the estimated average employer match for an employee in AVALON HR, LLC is approximately $762.00
Investing in this additonal $762.00 for 20 years would give you extra $48,800.00, assuming a 10% annual return.

AVALON HR, LLC Total Employer Contribution and Match Rate

In 2021, AVALON HR, LLC allocates $194,440.00 to match its employees' contributions, providing an employer match rate of 34.18% of their contributions

AVALON HR, LLC Total Retirement Plan Asset Growth Rate

In 2021, the total retirement plan asset growth rate of AVALON HR, LLC is 29.28%.

AVALON HR, LLC Estimated Aggregate Retirement Account Investment Gain/Loss

In 2021, the estimated aggregate retirement account investment gain/loss for AVALON HR, LLC is 17.37%. This measures the effectiveness of the plan participants' investments in the year.

AVALON HR, LLC Expense Ratio

In 2021, the investment and administrative expense ratio of AVALON HR, LLC is 0.45%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …