Avetta, LLC 401(K) Plan — Form 5500 plan (Avetta, 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, Avetta, LLC 401(K) Plan is a benefit plan reported by Avetta, LLC under EIN 80-0878180 and plan number 001. The latest loaded filing year is 2023. The filing reports 604 participants and $26,245,976 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Avetta, LLC
EIN
80-0878180
Plan number
001
Plan type
2
Location
Lehi, UT
Latest filing year
2023
Participants
604
End-of-year plan assets
$26,245,976

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023604H, C20241004163221NAL0023143762001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$26,245,976
Total liabilities (EOY)
$0
Net assets (EOY)
$26,245,976
Net assets (BOY)
$17,808,466

Income & contributions

Employer contributions
$1,906,364
Participant contributions
$3,516,353
Total contributions
$5,650,054
Total income / additions
$9,852,071

Expenses & distributions

Benefits paid
$1,369,932
Administrative expenses
$4,662
Total expenses
$1,414,561
Net increase / (decrease)
$8,437,510

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Capital Group Retirement Plan Svcs.RECORDKEEPER$4,662$02023

Related Form 5500 pages