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Original filing (PDF)20251014094207NAL0002431825001
AVANATH COMMUNITIES, INC.
Form 5500
FILING_RECEIVED
AVANATH COMMUNITIES, INC. 401(K) PLAN
401(k) retirement plan
Active participants
270
Accounts w/ balance
322
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
How this plan invests
This plan
5 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AVANATH COMMUNITIES, INC..
Plan sponsor
Name
AVANATH COMMUNITIES, INC.
EIN
85-2995317
Address
4 PARK PLAZA SUITE 1400 · IRVINE, CA · 92614
Phone
(949) 529-4111
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
2025-10-14
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
COHNREZNICK LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | — | MELVILLE, NY | ADVISOR | $0 | — |
Investments
20 direct securities · 5 pooled funds· $3.0M(96% 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.
Registered Investment Companies
$2.7M
20 holdings
Common Collective Trust
$271K
5 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % 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% |
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