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Original filing (PDF)20250806140130NAL0008512978001
AVANTIC LODGING ENTERPRISES INC.
Form 5500
FILING_RECEIVED
AVANTIC LODGING ENTERPRISES INC. 401(K) PLAN
401(k) retirement plan
Active participants
504
Accounts w/ balance
124
Plan assets (EOY)
$3.6M
Net assets (EOY)
$3.6M
How this plan invests
This plan
1 pooled trust
Schedule D
30 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
100
Participation health
65
Knocking points off
- Only 25% as many balances as active participants — suggests many active employees aren't deferring.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVANTIC LODGING ENTERPRISES INC..
Plan sponsor
Name
AVANTIC LODGING ENTERPRISES INC.
EIN
84-2559601
Address
8535 E 21ST STREET NORTH · SUITE 250 · WICHITA, KS · 67206
Phone
(316) 630-6303
Industry
Accommodation & Food Servicessee 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
2025-08-06
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
LARSON & CO, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES | 22-3570392 | — | ADVISOR | $17K | — |
Investments
30 direct securities · 1 pooled fund· $3.6M(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
$3.6M
30 holdings
Common Collective Trust
$21K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2030 Investor Fund | — | — | — | $638K | 17.6% | |
| Fidelity Freedom Index 2040 Investor Fund | — | — | — | $487K | 13.4% | |
| Fidelity Freedom Index 2045 Investor Fund | — | — | — | $443K | 12.2% | |
| Fidelity Freedom Index 2025 Investor Fund | — | — | — | $275K | 7.6% | |
| Fidelity Freedom Index 2035 Investor Fund | — | — | — | $269K | 7.4% | |
| Fidelity Freedom Index 2050 Investor Fund | — | — | — | $241K | 6.6% | |
| Fidelity Freedom Index 2015 Investor Fund | — | — | — | $194K | 5.4% | |
| AllianceBerstein Large Cap Growth Fund | — | — | — | $143K | 3.9% | |
| Participant Loans Interest Rate (4.25% to 9.50%) - | — | — | — | $117K | 3.2% | |
| Fidelity 500 Index Fund | — | — | — | $116K | 3.2% | |
| Fidelity Freedom Index 2060 Investor Fund | — | — | — | $69K | 1.9% | |
| Fidelity Freedom Index 2020 Investor Fund | — | — | — | $67K | 1.9% | |
| Fidelity Freedom Index 2055 Investor Fund | — | — | — | $65K | 1.8% | |
| Fidelity U.S. Bond Index Fund | — | — | — | $46K | 1.3% | |
| Massachusetts Financial Services International Diversification Fund | — | — | — | $39K | 1.1% | |
| Fidelity Small Cap Growth K6 Fund | — | — | — | $37K | 1.0% | |
| Vanguard Equity Income Fund | — | — | — | $36K | 1.0% | |
| Northern Emerging Markets Equity Index | — | — | — | $35K | 1.0% | |
| Fidelity International Index Fund | — | — | — | $35K | 1.0% | |
| Janus Henderson Enterprise Fund | — | — | — | $31K | 0.9% | |
| Fidelity Freedom Index Income Fund 744 DFA U.S. Targeted Value Fund | — | — | — | $27K | 0.7% | |
| Fidelity Small Cap Index Fund | — | — | — | $27K | 0.7% | |
| Fidelity Mid Cap Index Fund | — | — | — | $26K | 0.7% | |
| Allspring Special Mid Cap Value Fund | — | — | — | $26K | 0.7% | |
| Public Investment Fund (Saudia Arabia) Real Estate Securities Fund | — | — | — | $26K | 0.7% | |
| Registered Investment Companies (Mutual Funds) * Fidelity International Small Cap Fund | — | — | — | $25K | 0.7% | |
| PIMCO Income Fund Institutional Class | — | — | — | $23K | 0.6% | |
| Common Collective Trusts * Fidelity Managed Income Portfolio Class 1 | — | — | — | $21K | 0.6% | |
| MIP CL 1 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $21K | 0.6% | |
| Fidelity Freedom Index 2065 Investor Fund | — | — | — | $20K | 0.5% | |
| Vanguard Long Term Investment Grade Fund | — | — | — | $19K | 0.5% |
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