# Advenir Living, LLC 401(k) Plan
Source: https://planprovider.pro/companies/advenir-living-llc-401k-plan

> Advenir Living, LLC's 401(k) plan: 268 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/templeton-and-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|—|—|—|—|

## Similar Plans

- [Watson Realty Corp.](https://planprovider.pro/companies/watson-realty-corp-401k-plan) — 295 participants

- [The Keyes Company](https://planprovider.pro/companies/the-keyes-company-401k-plan) — 175 participants

- [Michael Saunders & Company](https://planprovider.pro/companies/michael-saunders-company-401k-plan) — 117 participants

- [Plan Compliance Services, INC.](https://planprovider.pro/companies/plan-compliance-services-inc-401k-plan-007) — 78 participants

- [John R. Wood, INC.](https://planprovider.pro/companies/john-r-wood-inc-401k-plan) — 78 participants

- [Regency Centers](https://planprovider.pro/companies/regency-centers-401k-plan) — 489 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/advenir-living-llc-401k-plan)

© 2026 PlanProvider.Pro