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Original filing (PDF)20250618081910NAL0002321249001
AVENUE5 RESIDENTIAL, LLC
Form 5500
FILING_RECEIVED
AVENUE5 RESIDENTIAL, LLC EMPLOYEE SAVINGS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
3,687
Accounts w/ balance
4,226
Plan assets (EOY)
$77.8M
Net assets (EOY)
$77.8M
How this plan invests
This plan
1 pooled trust
Schedule D
47 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVENUE5 RESIDENTIAL, LLC.
Plan sponsor
Name
AVENUE5 RESIDENTIAL, LLC
EIN
47-5247277
Address
901 FIFTH AVENUE, SUITE 3000 · SEATTLE, WA · 98164
Phone
(480) 500-3889
Industry
Real Estatesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-06-18
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
TURNER, STONE & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ALLIANT INSURANCE SERVICES INC. | 33-0785439 | SAN DIEGO, CA | THIRD PARTY ADMIN | $0 | — |
Investments
37 direct securities · 1 pooled fund· $158.0M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$77.1M
36 holdings
Pooled Separate Account
$75.0M
1 holding
Pooled Separate Accounts
$5.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 001 | Pooled Separate Account | — | — | $75.0M | 96.5% | |
| Blackrock LifePath Index 2055 Fund | — | — | — | $12.5M | 16.0% | |
| Blackrock LifePath Index 2050 Fund | — | — | — | $12.0M | 15.5% | |
| Blackrock LifePath Index 2045 Fund | — | — | — | $9.4M | 12.0% | |
| Blackrock LifePath Index 2040 Fund | — | — | — | $7.6M | 9.8% | |
| Blackrock LifePath Index 2060 Fund | — | — | — | $7.4M | 9.5% | |
| s * Blackrock LifePath Index 2030 Fund | Pooled Separate Accounts | — | — | $5.9M | 7.6% | |
| Blackrock LifePath Index 2035 Fund | — | — | — | $5.8M | 7.5% | |
| Blackrock Retirement Fund | — | — | — | $4.0M | 5.2% | |
| BLKRCK LIFEPATH IND RET FD K MUTUAL FUND | — | — | — | $4.0M | 5.2% | |
| Blackrock LifePath Index 2065 Fund | — | — | — | $3.6M | 4.7% | |
| Vanguard 500 Index Fund | — | — | — | $2.5M | 3.2% | |
| MFS Growth Fund | — | — | — | $1.6M | 2.1% | |
| through June 2038 - | — | — | — | $1.6M | 2.0% | |
| Fixed Investment Contract * Voya Fixed investment contract | — | — | — | $1.2M | 1.5% | |
| American Funds New Prospective R6 Fund | — | — | — | $370K | 0.5% | |
| AMERICAN FUNDS NW PRSPCTV R6 MUTUAL FUND | — | — | — | $370K | 0.5% | |
| Vanguard Mid Cap Index Fund | — | — | — | $305K | 0.4% | |
| Vanguard Small Cap Index Fund | — | — | — | $294K | 0.4% | |
| JPMORGAN EQUITY INCOME FUND R6 MUTUAL FUND | — | — | — | $284K | 0.4% | |
| VOYA GV MNY MKT F A (HLD ACCT) MUTUAL FUND | — | — | — | $216K | 0.3% | |
| Voya Money market Fund | — | — | — | $216K | 0.3% | |
| Pioneer Bond Fund | — | — | — | $195K | 0.3% | |
| American Beacon Small Cap Value Fund | — | — | — | $172K | 0.2% | |
| VANGRD INT-TRM BD INDX FD ADM MUTUAL FUND | — | — | — | $160K | 0.2% | |
| Vanguard Intermediate-Term Bond Index Fund | — | — | — | $160K | 0.2% | |
| VANGRD TOT INT STK IN F ADM MUTUAL FUND | — | — | — | $156K | 0.2% | |
| Vanguard Total International Stock Index Fund | — | — | — | $156K | 0.2% | |
| Victory Sycamore Established VI Fund | — | — | — | $147K | 0.2% | |
| VICTORY SYCMR EST VL FD R6 MUTUAL FUND | — | — | — | $147K | 0.2% | |
| EATON VANCE ATL CP SMIDCP F R6 MUTUAL FUND | — | — | — | $137K | 0.2% | |
| Pimco Income Fund | — | — | — | $106K | 0.1% | |
| AMERICAN FUNDS EUROPACIFIC R6 MUTUAL FUND | — | — | — | $73K | <0.1% | |
| American Funds Euro Pacific Fund | — | — | — | $73K | <0.1% | |
| Invesco Discovery Mid-Cap Growth Fund | — | — | — | $39K | <0.1% | |
| INV DISCOVERY MCP GRW F R6 MUTUAL FUND | — | — | — | $39K | <0.1% | |
| CLRBRG SMCP GRW FD IS MUTUAL FUND | — | — | — | $37K | <0.1% | |
| Clearbridge Small Cap Growth Fund | — | — | — | $37K | <0.1% |