Avance, INC. 403(b) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Avance, INC.
  • Sponsor EIN: 741769114
  • Sponsor Address: 824 BROADWAY ST SUITE 204, SAN ANTONIO, TX, 782150000
  • Plan Type: 403(b)
  • Plan Number: 001
  • Total Participants: 995
  • Total Assets: $13.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: Yes
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
2023995$13.9M$455,829$1.7M
20221,009$11.5M$410,282$1.6M

Similar Plans