2023 Form 5500 filing — Avenues Schools 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911152059NAL0003743251001) for Avenues Schools 401(K) Plan, reported by Avenues World Holdings, LLC under EIN 27-0206513 and plan number 001. It reports 796 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20240911152059NAL0003743251001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Avenues World Holdings, LLC
- EIN
- 27-0206513
- Plan number
- 001
- Location
- New York, NY
- Participants
- 796
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $44,948,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,948,651
- Employer contributions
- $1,692,333
- Participant contributions
- $4,034,345
- Total income / additions
- $13,193,255
- Benefits paid
- $3,031,262
- Administrative expenses
- $144,932
- Total expenses
- $3,176,194
- Net increase / (decrease)
- $10,017,061
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $80,814 | $0 |
| Kestra Investment Services LLC | ADVISOR | $43,312 | not reported in the loaded dataset |
| Towers Watson Investment Services I | ADVISOR | $15,319 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,487 | not reported in the loaded dataset |