Melissa Crowe signed Avants Operations, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avants Operations, LLC's EIN is 81-4997570.
Download the official 2024 Form 5500 (PDF) for Avants Operations, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avants Operations, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TRANSAMERICA LIFE INS CO | 39-0989781 | — | RECORD KEEPER | $22K | — |
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $9K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Class K | Common Collective Trusts | — | — | $779K | 19.6% | |
| Nationwide Bond Index Class A | Other securities | — | — | $509K | 12.8% | |
| iShares MSCI Eafe International Index Class K | Other securities | — | — | $479K | 12.1% | |
| The Lincoln National Life * Guaranteed Stable Value Account | Stable Value | — | — | $478K | 12.0% | |
| iShares Russell Mid Cap Index Class K | Other securities | — | — | $357K | 9.0% | |
| American Century Inflation Adjusted Bond A Class | Other securities | — | — | $307K | 7.7% | |
| Western Asset Core Plus Bond Class A | Other securities | — | — | $266K | 6.7% | |
| Macquarie Emerging Markets | Other securities | — | — | $197K | 5.0% | |
| Columbia Small Cap Value I Class A | Other securities | — | — | $190K | 4.8% | |
| Principal Global Real Estate Securities Class A | Other securities | — | — | $98K | 2.5% | |
| Blackrock High Yield Investor A Shares | Other securities | — | — | $75K | 1.9% | |
| Invesco Global | Mutual Funds | — | — | $72K | 1.8% | |
| MFS Total Return Bond Class A | Mutual Funds | — | — | $23K | 0.6% | |
| iShares Russell 2000 Small Cap Index Class K | Common Collective Trusts | — | — | $21K | 0.5% | |
| Blackrock Mid Cap Growth Equity Investor A Shares | Other securities | — | — | $21K | 0.5% | |
| AEGON US CORE PLUS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 906 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICARETONTRK 2030 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 691 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS BLNCD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 841 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS CAPITAL WORLD GR & I TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 755 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS EUROPACIFIC GR RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 842 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS GR FD OF AMERICA RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 844 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE RET TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 828 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 628 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS WASH MUTUAL INVST RE TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 846 | Pooled Separate Account | — | — | $0 | <0.1% | |
| ALLSPRING SPECIAL SM CAP VAL RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 945 | Pooled Separate Account | — | — | $0 | <0.1% | |
| CLEARBRIDGE MD CAP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 883 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA CONTRARIAN CORE RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 864 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA EMERGING MRKTS PORTFOLIO RET OP TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 525 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA INFLATION-PROTECTED SECURITIES TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 526 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DFA U.S. SM CAP PORT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 725 | Pooled Separate Account | — | — | $0 | <0.1% | |
| DWS RREEF REAL ESTATE SECS RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 943 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FRANKLIN GROWTH RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 871 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JANUS HENDERSON TRITON RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 834 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN U.S. SM COMP RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 884 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PIONEER EQT INC RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 907 | Pooled Separate Account | — | — | $0 | <0.1% | |
| STATE STREET INTERNATNL INDEX RET O TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 035 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TA VANGUARD TOTAL STCK MRKT INDEX R TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 114 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA INTERNATNL EQT RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 791 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICA LRG CAP VAL RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 792 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICARETONTRK 2020 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 689 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICARETONTRK 2025 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 690 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WESTERN ASSET CORE PLUS BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 915 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICARETONTRK 2035 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 692 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICARETONTRK 2040 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 693 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICARETONTRK 2045 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 694 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICARETONTRK 2050 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 695 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICARETONTRK 2055 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 696 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TRANSAMERICARETONTRK 2060 WITH AMER TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 821 | Pooled Separate Account | — | — | $0 | <0.1% | |
| BLACKROCK HI YLD BD RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 848 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
