2023 Form 5500 filing — Absolut Retirement Savings 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 20241009131449NAL0032751472001) for Absolut Retirement Savings Plan, reported by Avante Care Management LLC under EIN 47-1678841 and plan number 001. It reports 1,021 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241009131449NAL0032751472001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- Avante Care Management LLC
- EIN
- 47-1678841
- Plan number
- 001
- Location
- Roslyn Heights, NY
- Participants
- 1,021
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $9,888,383
- Net assets (EOY)
- $9,888,383
- Employer contributions
- $38,242
- Participant contributions
- $617,243
- Total income / additions
- $2,140,329
- Benefits paid
- $3,160,517
- Administrative expenses
- $185,436
- Total expenses
- $3,370,235
- Net increase / (decrease)
- -$1,229,906
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| G&C Pensions, LLC | ADMINSTRATIVE EXPENSE | $79,475 | not reported in the loaded dataset |
| North American Ktrade Alliance, LLC | RECORDKEEPER FEE | $55,772 | not reported in the loaded dataset |
| Kestra Advisory Services, LLC | INVESTMENT MANAGEMENT | $22,321 | not reported in the loaded dataset |
| Cetera Investment Advisers LLC | INVESTMENT MANAGEMENT | $10,232 | not reported in the loaded dataset |
| Tps Group 3(16) Services, LLC | 3(16) FIDUCIA RY SERVICES | $10,123 | not reported in the loaded dataset |
| Efpr Group Cpas | AUDITOR | $7,400 | not reported in the loaded dataset |
| American Portfolios Advisors, Inc. | 3(21) FIDUCIA RY SERVICES | $6,165 | not reported in the loaded dataset |