# Avanti Residential, LLC DC Plan
Source: https://planprovider.pro/companies/capital-real-estate-llc-dba-avanti-residential-llc-plan

> Avanti Residential, LLC&#39;s DC plan: 214 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Avanti Residential, LLC

- **Sponsor EIN:** 271922831

- **Sponsor Address:** 1700 BROADWAY AVE., DENVER, CO, 80290

- **Plan Type:** DC

- **Total Participants:** 214

- **Total Assets:** $5.8M

## 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.|

| 2024|214|$5.8M|$376,872|$750,424|

| 2023|208|$4.5M|$371,080|$705,281|

| 2022|177|$2.6M|$243,408|$471,547|

## 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|

| KIMBERLIN COMPANY, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [KIMBERLIN COMPANY, PLLC](https://planprovider.pro/provider/kimberlin-company-pllc) — Auditor

## 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|$15,124|—|$15,124|—|—|

| 2023|$21,801|—|$21,801|—|—|

| 2022|$23,882|—|$23,882|—|—|

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