Plan Snapshot
- Plan Sponsor: Avero, LLC
- Sponsor EIN: 204977018
- Sponsor Address: 235 PARK AVENUE SOUTH, NEW YORK, NY, 10003
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 41
- Total Assets: $4.8M
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 | 41 | $4.8M | $75,241 | $258,069 |
| 2023 | 34 | $3.9M | $91,684 | $274,333 |
| 2022 | 31 | $4.1M | $72,886 | $295,217 |