Plan Snapshot
- Plan Sponsor: Advenir Living, LLC
- Sponsor EIN: 061536948
- Sponsor Address: 17501 BISCAYNE BLVD, AVENTURA, FL, 33160
- Plan Type: 401(k)
- Total Participants: 268
- Total Assets: $5.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 268 | $5.0M | $286,983 | $1.0M |
| 2023 | 258 | $3.7M | $241,807 | $905,481 |
| 2022 | 286 | $2.8M | $160,735 | $713,366 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TEMPLETON & COMPANY, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPANY, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $72,976 | $20,366 | — | — | — |
| 2023 | $55,408 | $16,134 | — | — | — |
| 2022 | $36,994 | — | — | — | — |