Plan Snapshot
- Plan Sponsor: Avant Healthcare Professionals LLC
- Sponsor EIN: 200072798
- Sponsor Address: 2301 LUCIEN WAY, SUITE 360, MAITLAND, FL, 32751
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 3,842
- Total Assets: $29.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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. |
|---|---|---|---|---|
| 2025 | 3,842 | $29.4M | $0 | $0 |
| 2024 | 1,337 | $25.6M | $3.7M | $6.7M |
| 2023 | 1,866 | $20.6M | $5.7M | $9.4M |
| 2022 | 2,157 | $7.7M | $1.3M | $2.4M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | Recordkeeper | $107,790 | — | $107,790 |
| KILPATRICK | ERISA Attorney | $38,990 | — | $38,990 |
| ECONOMIC GROUP PENSION SERVICES, LL | Other Service Provider | — | $13,071 | $13,071 |
| ONEDIGITAL INVESTMENT ADVISORS LLC | Investment Advisor | $9,565 | — | $9,565 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $169,416
- Estimated Expense Ratio: 0.577% of plan assets
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 |
|---|---|---|---|---|---|
| 2025 | $9,684,817 | $9,565 | $111,787 | — | — |
| 2024 | $239,833 | $4,575 | $194,557 | $37,793 | — |
| 2023 | $102,440 | — | $102,440 | — | — |
| 2022 | $71,522 | — | $71,522 | — | — |