Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AVORO CAPITAL ADVISORS LLC
EIN 27-1007403Finance and InsuranceLatest filing 2025
Plans
3
Retirement
3
$10.5M assets
Welfare
0
Participants
47
110 GREENE STREET, SUITE 800 - NEW YORK, NY 10012212-937-4975
Plans on this EIN
3 filingsRetirement portfolio analytics
3 plans aggregated / $10.5M assets / 47 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
AVORO CAPITAL ADVISORS LLC CASH BALANCE PLAN
CashBalance
Assets$5.2M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
AVORO CAPITAL ADVISORS LLC PROFIT SHARING PLAN
ProfitSharing
Assets$3.7M
Participants13
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
AVORO CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN
401k
Assets$1.6M
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans3
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | AVORO CAPITAL ADVISORS LLC CASH BALANCE PLAN | CashBalance | $5.2M | 13 | 2025 | |
| 002 | AVORO CAPITAL ADVISORS LLC PROFIT SHARING PLAN | ProfitSharing | $3.7M | 13 | 2025 | |
| 001 | AVORO CAPITAL ADVISORS LLC 401(K) PROFIT SHARING PLAN | 401k | $1.6M | 21 | 2025 |
Retirement plans