2023 Form 5500 filing — Avenues Schools 401(K) Plan
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20240911152059NAL0003743251001) for Avenues Schools 401(K) Plan, reported by Avenues World Holdings, LLC under EIN 27-0206513 and plan number 001. It reports 796 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
Form 5500 2 · 2023
Filing snapshot
Net assets (EOY)$44.9MReported net assets$44,948,651
Participants796
Provider compensation$144.9K4 Schedule C row(s)$144,932
Schedules filedSchedule H, Schedule CLoaded schedules
- EFAST2 acknowledgement
- 20240911152059NAL0003743251001
- Plan sponsor
- Avenues World Holdings, LLC
- EIN
- 27-0206513
- Plan number
- 001
- Location
- New York, NY
- Received date
- not reported in the loaded dataset
Schedule H · 2023
Reported financial snapshot
Reported figures as filed, in whole dollars. Only fields the filing reports are shown.
Reported balance (end of year)$44.9M total assets
Net assets$44.9MLiabilities$0
Full reported line items
- Total assets (EOY)
- $44,948,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,948,651
- Employer contributions
- $1,692,333
- Participant contributions
- $4,034,345
- Total income / additions
- $13,193,255
- Benefits paid
- $3,031,262
- Administrative expenses
- $144,932
- Total expenses
- $3,176,194
- Net increase / (decrease)
- $10,017,061
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $80,814 | $0 |
| Kestra Investment Services LLC | ADVISOR | $43,312 | not reported in the loaded dataset |
| Towers Watson Investment Services I | ADVISOR | $15,319 | not reported in the loaded dataset |
| Strategic Advisors, Inc. | ADVISOR | $5,487 | not reported in the loaded dataset |