# Avante Group, INC. 401(k) Plan
Source: https://planprovider.pro/companies/avante-group-inc-401k-plan

> Avante Group, INC.'s 401(k) plan: 1,497 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avante Group, INC.

- **Sponsor EIN:** 651033707

- **Sponsor Address:** 5900 LAKE ELLENOR DR, ORLANDO, FL, 32809

- **Plan Type:** 401(k)

- **Total Participants:** 1,497

- **Total Assets:** $11.6M

## 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.|

| 2024|1,497|$11.6M|$7,994|$820,527|

| 2023|1,192|$10.5M|$0|$828,814|

| 2022|1,926|$9.5M|$151,996|$981,677|

## 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|

| TRANSAMERICA FINANCIAL LIFE INSURAN|RECORDKEEPER|$54,235|—|$54,235|

| MAULDIN & JENKINS|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA FINANCIAL LIFE INSURAN](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $54,235

- **Estimated Expense Ratio:** 0.468% 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|$54,235|—|—|—|—|

| 2023|$32,230|—|—|—|—|

| 2022|$34,071|—|—|—|—|

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