# Avm, L.P. DC Plan
Source: https://planprovider.pro/companies/avm-l-p-plan

> Avm, L.P.'s DC 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:** Avm, L.P.

- **Sponsor EIN:** 363256076

- **Sponsor Address:** 777 YAMATO RD SUITE 300, BOCA RATON, FL, 33431

- **Plan Type:** DC

- **Total Participants:** 77

- **Total Assets:** $74.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|$74.5M|$4.3M|$0|

| 2023|77|$64.5M|$4.0M|$0|

| 2022|84|$55.3M|$3.7M|$0|

## 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|

| CBIZ CPAS PC|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|-$827|—|—|—|—|

| 2023|-$1,512|—|—|—|—|

| 2022|$1,890|—|—|—|—|

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