Avenues Schools 401(K) Plan — Form 5500 plan (Avenues World Holdings, LLC)
Plain-English plan 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, Avenues Schools 401(K) Plan is a benefit plan reported by Avenues World Holdings, LLC under EIN 27-0206513 and plan number 001. The latest loaded filing year is 2023. The filing reports 796 participants and $44,948,651 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$44.9MPlan net assets, end of year$44,948,651
Participants796Covered participants reported
Assets / participant$56.5KComputed: assets ÷ participants$56,468 (computed)
Provider compensation$144.9K4 Schedule C provider row(s)$144,932
- Plan sponsor
- Avenues World Holdings, LLC
- EIN
- 27-0206513
- Plan number
- 001
- Plan type
- 2
- Location
- New York, NY
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 796 | H, C | 20240911152059NAL0003743251001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$44.9M total assets
Net assets$44.9MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $44,948,651
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $44,948,651
- Net assets (BOY)
- $34,931,590
Income & contributions
- Employer contributions
- $1,692,333
- Participant contributions
- $4,034,345
- Total contributions
- $6,329,245
- Total income / additions
- $13,193,255
Expenses & distributions
- Benefits paid
- $3,031,262
- Administrative expenses
- $144,932
- Total expenses
- $3,176,194
- Net increase / (decrease)
- $10,017,061
Computed from reported fields
Reported ratios
Derived only from this plan's own reported figures — comparisons within the filing, not benchmarks, estimates, or national averages.
30%70%
Employer 30%Participant 70%
Total expenses ÷ net assets7%Computed ratio
Benefits paid ÷ total income23%Computed ratio
Provider comp. ÷ net assets0%Computed ratio
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Fidelity Investments Institutional | RECORDKEEPER | $80,814 | $0 | 2023 |
| Kestra Investment Services LLC | ADVISOR | $43,312 | not reported in the loaded dataset | 2023 |
| Towers Watson Investment Services I | ADVISOR | $15,319 | not reported in the loaded dataset | 2023 |
| Strategic Advisors, Inc. | ADVISOR | $5,487 | not reported in the loaded dataset | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Avenues World Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in NY
- 401(k) and benefit plan filings in New York, NY
- Fidelity Investments Institutional — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Towers Watson Investment Services I — Schedule C compensation
- Strategic Advisors, Inc. — Schedule C compensation