Avenues Schools 401(K) Plan — Form 5500 plan (Avenues World Holdings, LLC)
Plain-English plan 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, Avenues Schools 401(K) Plan is a benefit plan reported by Avenues World Holdings, LLC under EIN 27-0206513 and plan number 001. The latest loaded filing year is 2023. The filing reports 796 participants and $44,948,651 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Avenues World Holdings, LLC
- EIN
- 27-0206513
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
- Participants
- 796
- End-of-year plan assets
- $44,948,651
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 796 | H, C | 20240911152059NAL0003743251001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $44,948,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,948,651
- Net assets (BOY)
- $34,931,590
Income & contributions
- Employer contributions
- $1,692,333
- Participant contributions
- $4,034,345
- Total contributions
- $6,329,245
- Total income / additions
- $13,193,255
Expenses & distributions
- Benefits paid
- $3,031,262
- Administrative expenses
- $144,932
- Total expenses
- $3,176,194
- Net increase / (decrease)
- $10,017,061
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $80,814 | $0 | 2023 |
| Kestra Investment Services LLC | ADVISOR | $43,312 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services I | ADVISOR | $15,319 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,487 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avenues World Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Fidelity Investments Institutional — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Towers Watson Investment Services I — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation