401(k) · DOL Form 5500 · 2024
Avidian Wealth Solutions LLC 401(k) Plan
Data updated 2026-08-25
- $7M
- Total assets Small plan by assets
- 45
- Participants Small participant base
- 48th
- Percentile by assets National rank
- $152,992
- Avg per participant Above avg balance/head
Official DOL plan name: Avidian Wealth Solutions LLC 401(k) Plan · Sponsored by Avidian Wealth Solutions LLC · Texas · Finance & Insurance
$7M in assets, 45 participants
Avidian Wealth Solutions LLC's Avidian Wealth Solutions LLC 401(k) Plan reported $7M in total assets and 45 participants in its 2024 DOL Form 5500 filing, ranking in the 48th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.
- #2,808 in Finance & Insurance (8,549 peers)
Avidian Wealth Solutions LLC multi-year trail
Avidian Wealth Solutions LLC's plans moved +41.9% in assets from 2022 to 2024; this filing shows Avidian Wealth Solutions LLC 401(k) Plan at $7M / 45 participants.
- #2,808
- in Finance & Insurance (8,549 peers)
- +48.0%
- assets growth YoY
Avidian Wealth Solutions LLC 401(k) Plan's mid-pack asset rank among Finance & Insurance and all filers
Avidian Wealth Solutions LLC 401(k) Plan vs every filed plan by assets
End-of-year total assets · plan year 2024 · DOL Form 5500
$6,884,648 48th percentile higher than 48% of 123,620 filed plans
Dashed line + filled bar = this entry, among filed plans.
Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2024
Avidian Wealth Solutions LLC 401(k) Plan among smaller filed plans by headcount
Plan-year 2024 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Avidian Wealth Solutions LLC 401(k) Plan is a small filing (45 participants) on this national headcount ladder.
What changed between DOL Form 5500 filings
plan year 2023 → plan year 2024
- Avidian Wealth Solutions LLC 401(k) Plan reported net income rose from -$200K in the plan year 2023 filing to $2M in the plan year 2024 filing.
- Avidian Wealth Solutions LLC 401(k) Plan end-of-year assets rose from $5M in the plan year 2023 filing to $7M in the plan year 2024 filing.
- Avidian Wealth Solutions LLC 401(k) Plan reported participants fell from 53 in the plan year 2023 filing to 45 in the plan year 2024 filing.
Plan-year Form 5500 strip
Filing strip 061667250 · Avidian Wealth Solutions LLC PY 2024 · 401(k)
Avidian Wealth Solutions LLC 401(k) Plan · $7M · 45 · 48th
- EOY $7M
- EOY 45
- EOY 48th
- EOY 401(k)
- EOY near Terra Worldwide Logistics 401(k) Plan
- EOY ind #2808
Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Texas →
Avidian Wealth Solutions LLC 401(k) Plan in the asset neighbourhood
Avidian Wealth Solutions LLC multi-year asset trail
Sponsor-wide plan assets over time
All Avidian Wealth Solutions LLC plans reported in each filing year
- Latest sponsor-wide plan assets
- $7M 41.87325547249713% vs 2022
- 2024 filing year
| Year | Plans | Participants | Total Assets |
|---|---|---|---|
| 2022 | 1 | 48 | $5M |
| 2023 | 1 | 53 | $5M |
| 2024 | 1 | 45 | $7M |
Avidian Wealth Solutions LLC filing trail (2024)
| Total Assets (Beginning of Year) | $5M |
|---|---|
| Net Assets (End of Year) | $7M |
| Net Income | $2M |
| Employer EIN | 061667250 |
| Plan Effective Date | 2017-07-01 |
| Filing Status | FILING RECEIVED |
Nearby 401(k) Plans in Texas
Peer 401(k) plans, same state, same plan type, ranked by total assets.
- AT&T Retirement Savings Plan $43.1B · 109,889
- Exxonmobil Savings Plan $23.7B · 21,990
- Chevron Employee Savings Investment Plan $20.4B · 21,505
- Caterpillar 401(k) Savings Plan $18.8B · 43,873
- Southwest Airlines Co. Retirement Savings Plan $17.0B · 67,820
Avidian Wealth Solutions LLC 401(k) Plan's out-of-state 401(k) peers by assets and headcount
Outside Texas, the nearest 401(k) by assets is Terra Worldwide Logistics 401(k) Plan in GA ($7M); by covered participants it is Coact, Inc. 401(k) Plan in MD (45 participants). Same-state nearby plans are listed separately above.
Closest by plan assets
Nearest other-state filings by tot_assets_eoy ($7M here).
Similar participant headcount
Nearest other-state filings by covered participants (45 participants); asset peers above are excluded.
- Coact, Inc. 401(k) Plan (MD) 45 · 0 off
- Tlm Associates, Inc. 401(k) Plan (TN) 45 · 0 off
- Air T, Inc. 1165(e) Plan (NC) 45 · 0 off
- Sud 123 Inc 401(k) Profit Sharing Plan & Trust (NY) 45 · 0 off
DOL Form 5500 plan year 2024. Asset totals can differ widely at the same headcount; neither axis is a quality rating.