Jennifer George signed Avanath Communities, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Avanath Communities, Inc.'s EIN is 85-2995317.
Download the official 2024 Form 5500 (PDF) for Avanath Communities, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Avanath Communities, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | — | MELVILLE, NY | ADVISOR | $0 |
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 | |||||
|---|---|---|---|---|---|---|
| AMERCENT ONE CHOICE 2030 R | Registered Investment Companies | — | — | $492K | 16.0% | |
| AMERCENT ONE CHOICE 2035 R | Registered Investment Companies | — | — | $473K | 15.3% | |
| AMERCENT ONE CHOICE 2055 R | Registered Investment Companies | — | — | $339K | 11.0% | |
| AMERCENT ONE CHOICE 2045 R | Registered Investment Companies | — | — | $239K | 7.8% | |
| AMERCENT ONE CHOICE 2040 R | Registered Investment Companies | — | — | $230K | 7.5% | |
| AMERCENT ONE CHOICE 2025 R | Registered Investment Companies | — | — | $228K | 7.4% | |
| AMERCENT ONE CHOICE 2050 R | Registered Investment Companies | — | — | $210K | 6.8% | |
| AMERCENT ONE CHOICE RETIRE R | Registered Investment Companies | — | — | $206K | 6.7% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $179K | 5.8% | |
| FIDELITY ADVISOR LARGE CAP-M | Registered Investment Companies | — | — | $56K | 1.8% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $56K | 1.8% | |
| PIONEERBONDFUND-R | Registered Investment Companies | — | — | $53K | 1.7% | |
| TEMPLETON GROWTH - R | Registered Investment Companies | — | — | $24K | 0.8% | |
| AMERCENT ONE CHOICE 2060 R | Registered Investment Companies | — | — | $24K | 0.8% | |
| MFS INTL INTRINSIC VALUE - R2 | Registered Investment Companies | — | — | $24K | 0.8% | |
| FRANKLIN SM CAP GR R | Registered Investment Companies | — | — | $23K | 0.8% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $19K | 0.6% | |
| INVESCO OPP INTL GROWTH R | Registered Investment Companies | — | — | $16K | 0.5% | |
| VICTORY INTEGRITY SM CAP VAL R | Registered Investment Companies | — | — | $15K | 0.5% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $12K | 0.4% | |
| CLEARBRIDGE GROWTH FUND - R | Registered Investment Companies | — | — | $11K | 0.4% | |
| VICTORY ESTABLISHED VALUE R | Registered Investment Companies | — | — | $9K | 0.3% | |
| GS MID CAP GROWTH R | Registered Investment Companies | — | — | $8K | 0.2% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $4K | 0.1% | |
| MACQUARIE VALUE R | Registered Investment Companies | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
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