Maria Herrera signed Avenues World Holdings, LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avenues World Holdings, LLC's EIN is 27-0206513.
Download the official 2023 Form 5500 (PDF) for Avenues World Holdings, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Avenues World Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $81K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KESTRA INVESTMENT SERVICES LLC | 35-2552359 | — | ADVISOR | $43K | — |
| TOWERS WATSON INVESTMENT SERVICES I |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID FDM IDX 2045 IPR | Common Collective Trusts | — | $9.0M | $9.1M | 20.3% | |
| FID FDM IDX 2050 IPR | Common Collective Trusts | — | $8.0M | $8.2M | 18.2% | |
| FID FDM IDX 2035 IPR | Common Collective Trusts | — | $5.4M | $5.4M | 11.9% | |
| FID FDM IDX 2055 IPR | Common Collective Trusts | — | $4.7M | $4.8M | 10.6% | |
| FID FDM IDX 2030 IPR | Common Collective Trusts | — | $3.5M | $3.4M | 7.5% | |
| FID 500 INDEX | Common Collective Trusts | — | $2.3M | $2.5M | 5.6% | |
| FID FDM IDX 2025 IPR | Common Collective Trusts | — | $1.6M | $1.5M | 3.4% | |
| FID FDM IDX 2060 IPR | Common Collective Trusts | — | $1.1M | $1.1M | 2.5% | |
| FID MID CAP IDX | Common Collective Trusts | — | $583K | $615K | 1.4% | |
| PGIM TOTAL RTN BD R6 | Other securities | — | $546K | $532K | 1.2% | |
| LD ABT GRTH LDRS R6 | Other securities | — | $545K | $472K | 1.1% | |
| MFS VALUE R6 | Mutual Funds | — | $389K | $377K | 0.8% | |
| FID INTL INDEX | Mutual Funds | — | $287K | $299K | 0.7% | |
| FID SM CAP IDX | Common Collective Trusts | — | $283K | $293K | 0.7% | |
| OUTSTANDING LOAN BALANCE | Other securities | — | — | $272K | 0.6% | |
| J H VENTURE N | Other securities | — | $231K | $209K | 0.5% | |
| COL SM CAP VAL I I3 | Other securities | — | $194K | $203K | 0.5% | |
| FID GOVT MMKT | Mutual Funds | — | $189K | $189K | 0.4% | |
| FID FDM IDX 2065 IPR | Common Collective Trusts | — | $157K | $163K | 0.4% | |
| FID FDM IDX 2010 IPR | Common Collective Trusts | — | $154K | $148K | 0.3% | |
| FID FDM IDX 2020 IPR | Common Collective Trusts | — | $156K | $145K | 0.3% | |
| AM CENT EMG MKTS R6 | Other securities | — | $152K | $135K | 0.3% | |
| MFS RESEARCH INTL R6 | Mutual Funds | — | $119K | $129K | 0.3% | |
| FID FDM IDX 2015 IPR | Common Collective Trusts | — | $83K | $76K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 52-1868818 |
| — |
| ADVISOR |
| $15K |
| — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $5K | — |
