AUMdb

Avenues Schools 401(k) Plan

Sponsored by Avenues New York, Llc · EIN 274613512 · Plan #001

Total assets
$34.3M
Net assets
$34.3M
Active participants
445
With balances
669

Plan year beginning 04/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

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

Provider Services Direct comp
Adp, Inc. Participant loan processing, Direct payment from the plan, Recordkeeping $79,745
Merrill Lynch Pierce Fenner & Smith Investment management fees (indirect), Shareholder servicing fees, Sub-transfer agency fees $30,712
Adp Broker Dealer Other services, Other fees $0