Avance Management, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Avance Management, INC.
  • Sponsor EIN: 871743930
  • Sponsor Address: 1725 WINDING RIDGE RD, ALEDO, TX, 76008
  • Plan Type: 401(k)
  • Total Participants: 9
  • Total Assets: $509,240

Key Plan Design Features

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

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20249$509,240$3,846$4,904
202310$474,020$3,007$3,328
20228$225,868$0$0

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