Plan Snapshot
- Plan Sponsor: Avante Care Management LLC
- Sponsor EIN: 471678841
- Sponsor Address: 225 WARNER AVENUE, ROSLYN HEIGHTS, NY, 11577
- Plan Type: 401(k)
- Total Participants: 796
- Total Assets: $10.3M
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 | 796 | $10.3M | $61,102 | $691,365 |
| 2023 | 824 | $9.9M | $38,242 | $617,243 |
| 2022 | 796 | $11.0M | $15,714 | $706,378 |
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 |
|---|---|---|---|---|
| EFPR GROUP, CPAS, PLLC | Auditor | $5,927 | — | $5,927 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- EFPR GROUP, CPAS, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,927
- Estimated Expense Ratio: 0.057% 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 |
|---|---|---|---|---|---|
| 2024 | $175,315 | $44,675 | $42,555 | $5,927 | — |
| 2023 | $185,436 | $40,717 | $44,194 | — | — |
| 2022 | $172,699 | — | $172,699 | — | — |