AUMdb

Avantor Retirement Savings 401(k) Plan And Trust

Sponsored by Avantor Funding, Inc. · EIN 813921566 · Plan #002

Total assets
$648M
Net assets
$648M
Active participants
5,274
With balances
8,100

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
Capfinancial Partners, Llc CRD 175112 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $427,627
Capfinancial Partners Investment advisory (plan), Direct payment from the plan $165,981
Torrillo & Associates Llc Accounting, Direct payment from the plan $27,000
Faegre Drinker Biddle Legal, Direct payment from the plan $12,821