Avalonbay Communities, Inc. Associates Savings Plan
Sponsored by Avalonbay Communities, Inc. · EIN 770404318 · Plan #001
- Total assets
- $385M
- Net assets
- $385M
- Active participants
- 3,023
- With balances
- 4,048
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $243,232 |
| Creative Planning | Investment advisory (plan) | $26,667 |
| Morgan Stanley | Investment advisory (plan) | $21,352 |