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Original filing (PDF)20250916155849NAL0002139585001
AVEM BUSINESS SOLUTIONS, LLC
Form 5500
FILING_RECEIVED
AVEM BUSINESS SOLUTIONS 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
547
Accounts w/ balance
542
Plan assets (EOY)
$14.0M
Net assets (EOY)
$14.0M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
65
Vendor stack
80
Participation health
100
Knocking points off
- 48 bps in Schedule C fees — 66% above peer band of 29 bps.
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVEM BUSINESS SOLUTIONS, LLC.
Plan sponsor
Name
AVEM BUSINESS SOLUTIONS, LLC
EIN
26-3291800
Address
14000 QUAIL SPRINGS PARKWAY · SUITE 400 · OKLAHOMA CITY, OK · 73134
Phone
(405) 438-3533
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
WHITLEY PENN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $67K | — |
Investments
31 direct securities· $14.0M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $2.1M | 15.0% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.7M | 12.2% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $1.6M | 11.5% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.3M | 9.5% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $1.1M | 7.6% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $1.0M | 7.4% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $912K | 6.5% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $662K | 4.7% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $634K | 4.5% | |
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $503K | 3.6% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $326K | 2.3% | |
| Vanguard Target Retirement 2020 Fund Vanguard 0 | — | — | — | $282K | 2.0% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $256K | 1.8% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $240K | 1.7% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $152K | 1.1% | |
| Vanguard Mid-Cap Growth Index Adm Vanguard 0 | — | — | — | $151K | 1.1% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $142K | 1.0% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $137K | 1.0% | |
| Vanguard Real Estate Index Adm Vanguard 0 | — | — | — | $122K | 0.9% | |
| Vanguard Small-Cap Value Index Adm Vanguard 0 | — | — | — | $119K | 0.8% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $94K | 0.7% | |
| Vanguard Small-Cap Growth Index Adm Vanguard 0 | — | — | — | $93K | 0.7% | |
| Vanguard Emerging Mkts Stock Idx Adm Vanguard 0 | — | — | — | $53K | 0.4% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $51K | 0.4% | |
| Vanguard Mid-Cap Value Index Adm Vanguard 0 | — | — | — | $46K | 0.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $45K | 0.3% | |
| Vanguard Total Intl Stock Index Adm Vanguard 0 | — | — | — | $34K | 0.2% | |
| Vanguard Total Bond Market Index Adm Vanguard 0 | — | — | — | $26K | 0.2% | |
| Vanguard Balanced Index Adm Vanguard 0 | — | — | — | $23K | 0.2% | |
| Vanguard Short-Term Bond Index Adm Vanguard 0 | — | — | — | $19K | 0.1% | |
| Vanguard Total Intl Bond Index Adm Vanguard 0 | — | — | — | $16K | 0.1% |
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