Avant, Llc 401(k) Plan
Sponsored by Avant, Llc. · EIN 461341612 · Plan #001
- Total assets
- $27.7M
- Net assets
- $27.7M
- Active participants
- 233
- With balances
- 424
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 |
|---|---|---|
| Capfinancial Partners, Llc CRD 175112 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Other fees, Recordkeeping, Recordkeeping fees | $24,640 |
| Capfinancial Partners Llc | Investment advisory (plan), Direct payment from the plan | $17,500 |
| Cap Financial Partners | Investment advisory (plan), Direct payment from the plan | $8,851 |