Jennifer Davie signed Avante Care Management LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avante Care Management LLC's EIN is 47-1678841.
Download the official 2024 Form 5500 (PDF) for Avante Care Management LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avante Care Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTH AMERICAN KTRADE ALLIANCE, LLC | 32-0169227 | PLYMOUTH, IN | RECORDKEEPER FEE | $50K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 36-3258176 |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| EL SEGUNDO, CA |
| INVESTMENT MANAGEMENT |
| $56K |
| — |
| KESTRA ADVISORY SERVICES, LLC | 74-2794194 | AUSTIN, TX | INVESTMENT MANAGEMENT | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EFPR GROUP CPAS | — | WILLIAMSVILLE, NY | AUDITOR | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| G&C PENSIONS, LLC | 16-1613026 | AMHERST, NY | ADMINSTRATIVE EXPENSE | $61K | — |
| TPS GROUP 3(16) SERVICES, LLC | 82-3348747 | AMHERST, NY | 3(16) FIDUCIA RY SERVICES | $10K | — |
