Plan Snapshot
- Plan Sponsor: Avaya INC.
- Sponsor EIN: 367324179
- Sponsor Address: 350 MOUNT KEMBLE AVENUE, MORRISTOWN, NJ, 07960
- Plan Type: 401(k)
- Plan Number: 101
- Total Participants: 0
- Total Assets: $624.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $624.4M | $0 | $0 |
| 2023 | 0 | $678.3M | $0 | $0 |
| 2022 | 0 | $690.9M | $0 | $0 |
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 |
|---|---|---|---|---|
| RUSSELL INVESTMENTS | Investment Advisor | $1,819,543 | — | $1,819,543 |
| AON | Recordkeeper | $1,070,952 | — | $1,070,952 |
| BNY MELLON | Other Service Provider | $181,677 | — | $181,677 |
| THE TOWNSEND GROUP | Other Service Provider | $136,372 | — | $136,372 |
| CROWE LLP | Other Service Provider | $46,615 | — | $46,615 |
| EISNER AMPER LLP | Other Service Provider | $36,660 | — | $36,660 |
| SAGEVIEW ADVISORY GROUP LLC | Investment Advisor | $12,500 | — | $12,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- RUSSELL INVESTMENTS — Investment Advisor
- AON — Recordkeeper
- SAGEVIEW ADVISORY GROUP LLC — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $3,304,319
- Estimated Expense Ratio: 0.529% 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 | $7,800,320 | $1,819,543 | $916,281 | $46,615 | — |
| 2023 | $7,619,885 | $2,148,775 | — | $42,505 | — |
| 2022 | $7,921,880 | $2,561,133 | — | — | $973,813 |