AUMdb

Avita 401(k) Profit Sharing Plan

Sponsored by Avita Drugs, Llc · EIN 570290371 · Plan #001

Total assets
$41.6M
Net assets
$41.6M
Active participants
563
With balances
661

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
The Patriot Financial Group Insurance Agency, Llc CRD 172470 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 $87,223
The Patriot Financial Group, Llc Investment advisory (plan), Direct payment from the plan $45,671