# Avenue 360 Health And Wellness 401(k) Plan
Source: https://planprovider.pro/companies/avenue-360-health-and-wellness-401k-plan

> Avenue 360 Health And Wellness's 401(k) plan: 77 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/forvis-mazars-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|—|—|—|—|

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