What public Form 5500 filings show about the Avenue Capital Management II, LP 401(k) plan — and how to find and check your own account.
Avenue Capital Management II, LP (EIN 52-2258514) reports AVENUE CAPITAL GROUP AND AFFILIATES 401(K) PROFIT SHARING on its most recent Form 5500, with $37.3M in plan assets across 129 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Avenue Capital Management II, LP filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Avenue Capital Management II, LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIRST REPUBLIC INVESTMENT MANAGEMEN, ADP BROKER-DEALER.