Avasure 401(k) Plan
Sponsored by Avasure Opco Holdings, Inc. · EIN 203347607 · Plan #001
- Total assets
- $18.3M
- Net assets
- $18.3M
- Active participants
- 244
- With balances
- 266
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Mayflower Financial Advisors, Llc CRD 307857 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Workplace Services, Llc | Plan administrator, Trustee (discretionary), Investment management | $17,903 |
| Mayflower Financial Advisors | Investment advisory (participants) | $0 |