# Avenue5 Residential, LLC 401(k) Plan
Source: https://planprovider.pro/companies/avenue5-residential-llc-401k-plan

> Avenue5 Residential, LLC's 401(k) plan: 3,687 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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