# Avenues World Holdings, LLC DC Plan
Source: https://planprovider.pro/companies/avenues-world-holdings-llc-plan-001

> Avenues World Holdings, LLC's DC plan: 542 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Avenues World Holdings, LLC

- **Sponsor EIN:** 270206513

- **Sponsor Address:** 259 10TH AVENUE, NEW YORK, NY, 10001

- **Plan Type:** DC

- **Total Participants:** 542

- **Total Assets:** $44.9M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2023|542|$44.9M|$1.7M|$4.0M|

| 2022|503|$34.9M|$1.5M|$3.6M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$161,628|—|$161,628|

| KESTRA INVESTMENT SERVICES LLC|ADVISOR|$86,624|—|$86,624|

| TOWERS WATSON INVESTMENT SERVICES I|ADVISOR|$30,638|—|$30,638|

| STRATEGIC ADVISORS, INC.|ADVISOR|$10,974|—|$10,974|

| BDO USA, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [KESTRA INVESTMENT SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — ADVISOR

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $289,864

- **Estimated Expense Ratio:** 0.645% 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|

| 2023|$144,932|$64,118|—|—|—|

| 2022|$132,651|$4,172|—|—|—|

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