Avenu Insights & Analytics, Llc 401(k) Plan
Sponsored by Avenu Insights & Analytics, Llc · EIN 814960875 · Plan #001
- Total assets
- $65.1M
- Net assets
- $65.1M
- Active participants
- 620
- With balances
- 796
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 |
|---|---|---|
| Faircourt Partners, Llc CRD 295508 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Faircourt Partners, Llc | Investment advisory (plan), Direct payment from the plan | $155,058 |
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $83,940 |