Lindsey LEHN signed Aventri, LLC's 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aventri, LLC's EIN is 80-0746551.
Download the official 2022 Form 5500 (PDF) for Aventri, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Aventri, 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 | $20K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES, INC. | 13-2638166 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| AMC ONE CHOICE MODERATE INV | Registered Investment Companies | — | — | $2.2M | 31.0% | |
| JPMORGAN SMRTMN BL 2035 R4 | Registered Investment Companies | — | — | $547K | 7.5% | |
| AMC OC VERY AGGRESSIVE - INV | Registered Investment Companies | — | — | $499K | 6.9% | |
| AMF GROWTH FUND OF AMERICA R6 | Registered Investment Companies | — | — | $489K | 6.7% | |
| JPMORGAN SRTMN BL 2045 R4 | Registered Investment Companies | — | — | $354K | 4.9% | |
| AMERICAN FNDS FUNDAMENT INV R6 | Registered Investment Companies | — | — | $289K | 4.0% | |
| VIRTUS MID CAP GROWTH FUND - I | Registered Investment Companies | — | — | $274K | 3.8% | |
| INVESCO GROWTH AND INCOME R5 | Registered Investment Companies | — | — | $272K | 3.8% | |
| VANGUARD TREASURY MONEY MARKET | Registered Investment Companies | — | — | $231K | 3.2% | |
| AMANA GROWTH - INSTITUTIONAL | Registered Investment Companies | — | — | $200K | 2.8% | |
| JPMORGAN SM CAP VAL R4 | Registered Investment Companies | — | — | $199K | 2.8% | |
| MFS MID CAP VALUE R4 | Registered Investment Companies | — | — | $189K | 2.6% | |
| JANUS HEN MID CAP VALUE FD - I | Registered Investment Companies | — | — | $177K | 2.4% | |
| PIMCO TOTAL RETURN FUND - INST | Registered Investment Companies | — | — | $167K | 2.3% | |
| AC SMALL CAP GROWTH R5 | Registered Investment Companies | — | — | $167K | 2.3% | |
| AMFUNDS CAP WRLD GR INC - R6 | Registered Investment Companies | — | — | $161K | 2.2% | |
| PIONEER REAL ESTATE SHARES Y | Registered Investment Companies | — | — | $133K | 1.8% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $123K | 1.7% | |
| FRANKLIN HIGH INCOME FD - ADV | Registered Investment Companies | — | — | $92K | 1.3% | |
| DELAWARE IVY ASSET STRATEGY R6 | Registered Investment Companies | — | — | $90K | 1.2% | |
| JPMORGAN SRTMN BL 2025 R4 | Registered Investment Companies | — | — | $70K | 1.0% | |
| INVESCO INTL BOND R5 | Registered Investment Companies | — | — | $56K | 0.8% | |
| PIONEER BOND Y | Registered Investment Companies | — | — | $42K | 0.6% | |
| AMANA INCOME - INSTITUTIONAL | Registered Investment Companies | — | — | $36K | 0.5% | |
| EATON VANCE GLBL SMALLCAP EQ I | Registered Investment Companies | — | — | $35K | 0.5% | |
| AMC ONE CHOICE PORT VERY CONS | Registered Investment Companies | — | — | $34K | 0.5% | |
| JPMORGAN SMRTMN BL INC R4 | Registered Investment Companies | — | — | $16K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $19K |
| — |
