Plan Snapshot
- Plan Sponsor: Avenue5 Residential, LLC
- Sponsor EIN: 475247277
- Sponsor Address: 901 FIFTH AVENUE, SUITE 3000, SEATTLE, WA, 98164
- Plan Type: 401(k)
- Total Participants: 3,687
- Total Assets: $77.8M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 3,687 | $77.8M | $5.2M | $14.9M |
| 2023 | 2,689 | $58.5M | $3.9M | $11.6M |
| 2022 | 2,242 | $41.9M | $3.3M | $9.5M |
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 |
|---|---|---|---|---|
| TURNER, STONE & CO. LLP | Auditor | — | — | $0 |
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 | $334,010 | — | $287,110 | — | — |
| 2023 | $280,995 | — | $206,160 | — | — |
| 2022 | $222,710 | — | $222,710 | — | — |