Avna Inc. Profit Sharing/401(k) Retirement Plan
Sponsored by Avna Inc. · EIN 061290195 · Plan #001
- Total assets
- $24.5M
- Net assets
- $24.5M
- Active participants
- 249
- With balances
- 364
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 |
|---|---|---|
| Empower Advisory Group, Llc CRD 112058 | deterministic · 100% | 2024 |
| 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 |
|---|---|---|
| Empower Advisory Group, Llc | Investment management | $67,685 |
| The Patriot Financial Group | Investment advisory (participants) | $25,075 |
| Pension Consultants | Contract administrator | $22,315 |
| Empower Annuity Insurance Company | Recordkeeping, Investment management, Sub-transfer agency fees | $19,119 |