# Avanti Equine 401(k) Plan
Source: https://planprovider.pro/companies/avanti-equine-401k-plan

> Avanti Equine's 401(k) plan: 373 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avanti Equine

- **Sponsor EIN:** 364865081

- **Sponsor Address:** PO BOX 1669, COLUMBUS, NC, 28722

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

- **Total Participants:** 373

- **Total Assets:** $5.4M

## 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.|

| 2024|373|$5.4M|$393,654|$771,826|

| 2022|178|$2.1M|$328,052|$701,766|

## 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|

| EMPOWER ANNUITY INSURANCE CO.|RECORDKEEPER|$30,495|—|$30,495|

| GLOBAL RETIREMENT PARTNERS LLC|INVESTMENT ADVISOR|$13,534|—|$13,534|

| EMPOWER ADVISORY GROUP|INVESTMENT MANAGER|$9,761|—|$9,761|

| PLANTE & MORAN, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PLANTE & MORAN, PLLC](https://planprovider.pro/provider/plante-and-moran-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $53,790

- **Estimated Expense Ratio:** 0.994% 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|$53,845|—|—|—|—|

| 2022|$20,702|—|—|—|—|

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