Avenues New York, LLC's EIN is 27-4613512.
Download the official 2024 Form 5500 (PDF) for Avenues New York, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avenues New York, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $80K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMC ONE CHOICE 2045 PORT R6 | Registered Investment Companies | — | — | $7.4M | 21.6% | |
| AMC ONE CHOICE 2050 PORT R6 | Registered Investment Companies | — | — | $6.6M | 19.3% | |
| AMC ONE CHOICE 2055 PORT R6 | Registered Investment Companies | — | — | $4.2M | 12.4% | |
| AMC ONE CHOICE 2035 PORT R6 | Registered Investment Companies | — | — | $2.8M | 8.2% | |
| AMC ONE CHOICE 2040 PORT R6 | Registered Investment Companies | — | — | $2.6M | 7.6% | |
| AMC ONE CHOICE 2030 PORT R6 | Registered Investment Companies | — | — | $2.5M | 7.4% | |
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $2.1M | 6.3% | |
| AMERCENT ONE CHOICE 2060 R6 | Registered Investment Companies | — | — | $1.2M | 3.6% | |
| AMC ONE CHOICE 2025 PORT R6 | Registered Investment Companies | — | — | $764K | 2.2% | |
| FRANKLIN GROWTH FUND R6 | Registered Investment Companies | — | — | $615K | 1.8% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $515K | 1.5% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $470K | 1.4% | |
| PARNASSUS MIDCAP INSTITUTIONAL | Registered Investment Companies | — | — | $347K | 1.0% | |
| HARTFORD TR BOND FUND R6 | Registered Investment Companies | — | — | $303K | 0.9% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $290K | 0.8% | |
| AMC INRETIREMENT PORT R6 | Registered Investment Companies | — | — | $248K | 0.7% | |
| ISHARES MSCI TOTAL INTL IDX K | Registered Investment Companies | — | — | $176K | 0.5% | |
| BLK INTERNATIONAL INST | Registered Investment Companies | — | — | $136K | 0.4% | |
| TROWE PRICE ALLCAP OPPS I | Registered Investment Companies | — | — | $116K | 0.3% | |
| GOLDMAN SACHS EMERGING MKTS R6 | Registered Investment Companies | — | — | $105K | 0.3% | |
| COL SELIGMAN TECH AND INFO I3 | Registered Investment Companies | — | — | $75K | 0.2% | |
| COLUMBIA SELIGMAN GLBL TECH I2 | Registered Investment Companies | — | — | $65K | 0.2% | |
| INVESCO GOLD & SP MIN Y | Registered Investment Companies | — | — | $49K | 0.1% | |
| HARTFORD CORE EQUITY FUND R6 | Registered Investment Companies | — | — | $27K | <0.1% | |
| JOHN HANCOCK DISC VALUE MC R6 | Registered Investment Companies | — | — | $27K | <0.1% | |
| EATON VANCE WORLDWIDE HEALTH-A | Registered Investment Companies | — | — | $26K | <0.1% | |
| INVESCO INTL DIVERS R6 707 REGISTERED INVESTMENT COMPANY PGIM SHORT TERM CORP BOND R6 | Registered Investment Companies | — | — | $20K | <0.1% | |
| PGIM JENNISON NAT RESOURCES R6 | Registered Investment Companies | — | — | $5K | <0.1% | |
| MACQUARIE MID CAP GROWTH R6 | Registered Investment Companies | — | — | $2K | <0.1% | |
| HTFD BALANCED INCOME R6 | Registered Investment Companies | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $31K |
| — |
