Avant Healthcare Professionals 401(k) Profit Sharing Plan
Sponsored by Avant Healthcare Professionals Llc · EIN 200072798 · Plan #001
- Total assets
- $25.6M
- Net assets
- $25.6M
- Active participants
- 1,337
- With balances
- 1,778
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 |
|---|---|---|
| Morningstar Investment Management Llc CRD 108031 | fuzzy_auto · 99% | 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 | $117,332 |
| Orenda Retirement, Llc | Contract administrator, Direct payment from the plan, Other services | $77,224 |
| Bdo Usa P.C. | Accounting, Direct payment from the plan | $37,793 |
| Morningstar Investment Management L | Investment advisory (participants), Consulting fees | $0 |
| Resources Investment Advisors, Llc | Investment advisory (participants), Consulting fees | $0 |