Plan Snapshot
- Plan Sponsor: Avna INC.
- Sponsor EIN: 061290195
- Sponsor Address: 200 ELLIS STREET, NEW BRITAIN, CT, 060502470
- Plan Type: 401(k)
- Total Participants: 249
- Total Assets: $24.5M
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 | 249 | $24.5M | $542,103 | $957,760 |
| 2023 | 276 | $26.5M | $572,305 | $1.1M |
| 2022 | 277 | $24.7M | $561,771 | $1.2M |
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 |
|---|---|---|---|---|
| FIONDELL, MILONE & LASARACINA (FML) | 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 | $123,889 | — | $123,889 | — | — |
| 2023 | $136,300 | — | — | — | — |
| 2022 | $105,205 | — | — | — | $105,205 |