Absolut Retirement Savings Plan — Form 5500 plan (Avante Care Management 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, Absolut Retirement Savings Plan is a benefit plan reported by Avante Care Management LLC under EIN 47-1678841 and plan number 001. The latest loaded filing year is 2023. The filing reports 1,021 participants and $9,888,383 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avante Care Management LLC
EIN
47-1678841
Plan number
001
Plan type
3
Location
Roslyn Heights, NY
Latest filing year
2023
Participants
1,021
End-of-year plan assets
$9,888,383

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
20231,021H, C20241009131449NAL0032751472001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$9,888,383
Net assets (EOY)
$9,888,383
Net assets (BOY)
$11,029,526

Income & contributions

Employer contributions
$38,242
Participant contributions
$617,243
Total contributions
$655,734
Total income / additions
$2,140,329

Expenses & distributions

Benefits paid
$3,160,517
Administrative expenses
$185,436
Total expenses
$3,370,235
Net increase / (decrease)
-$1,229,906

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
G&C Pensions, LLCADMINSTRATIVE EXPENSE$79,475not reported in the loaded dataset2023
North American Ktrade Alliance, LLCRECORDKEEPER FEE$55,772not reported in the loaded dataset2023
Kestra Advisory Services, LLCINVESTMENT MANAGEMENT$22,321not reported in the loaded dataset2023
Cetera Investment Advisers LLCINVESTMENT MANAGEMENT$10,232not reported in the loaded dataset2023
Tps Group 3(16) Services, LLC3(16) FIDUCIA RY SERVICES$10,123not reported in the loaded dataset2023
Efpr Group CpasAUDITOR$7,400not reported in the loaded dataset2023
American Portfolios Advisors, Inc.3(21) FIDUCIA RY SERVICES$6,165not reported in the loaded dataset2023

Related Form 5500 pages