Plan Snapshot
- Plan Sponsor: Avatar Residential, INC.
- Sponsor EIN: 050461436
- Sponsor Address: 33 COLLEGE HILL RD BLDG 33, WARWICK, RI, 028862774
- Plan Type: 401(k)
- Total Participants: 279
- Total Assets: $7.3M
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: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 279 | $7.3M | $192,985 | $359,313 |
| 2023 | 264 | $6.3M | $178,089 | $304,061 |
| 2022 | 263 | $5.3M | $145,051 | $274,807 |
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 |
|---|---|---|---|---|
| CAVANAGH CPAS & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CAVANAGH CPAS & ASSOCIATES, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,073 | — | — | — | — |
| 2023 | $1,902 | — | — | — | — |
| 2022 | $1,728 | — | — | — | — |