AUMdb

Aveanna Healthcare 401(k) Plan

Sponsored by Aveanna Healthcare · EIN 371864863 · Plan #001

Total assets
$234M
Net assets
$234M
Active participants
26,661
With balances
9,256

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
Creative Planning, Llc CRD 105348 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $737,913
Creative Planning Investment advisory (plan), Direct payment from the plan $65,000
Cosurge Cpas Accounting, Investment advisory (plan), Direct payment from the plan $10,500