Plan Snapshot
- Plan Sponsor: Avenue 360 Health And Wellness
- Sponsor EIN: 760549240
- Sponsor Address: 2150 WEST 18TH STREET SUITE 300-A, HOUSTON, TX, 77008
- Plan Type: 401(k)
- Total Participants: 77
- Total Assets: $3.9M
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 | 77 | $3.9M | $201,151 | $415,717 |
| 2023 | 237 | $4.6M | $164,819 | $440,102 |
| 2022 | 186 | $4.0M | $228,175 | $509,984 |
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 |
|---|---|---|---|---|
| FORVISMAZARS, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FORVISMAZARS, LLP — 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 | $12,179 | $8,779 | $2,900 | — | — |
| 2023 | $10,614 | $8,514 | $1,750 | — | — |
| 2022 | $9,684 | — | — | — | — |