PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. AVANTI RESIDENTIAL, LLC
Sponsor portfolio

AVANTI RESIDENTIAL, LLC

EIN 27-1922831-real estate-Latest filing 2025
Plans
2
Retirement
1
$7.3M assets
Welfare
1
$335K premiums
Participants
546
1700 BROADWAY AVE., STE. 620 - DENVER, CO 80290303-912-6574avantiresidential.comLinkedIn201-500 employeesreal estate
Plans on this EIN
2 filings
#001401k-$7.3M - 273 part#501Mixed-$335K - 378 lives

Benefits portfolio analytics

1 plan / $335K premiums / 378 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Other$158K
  • Dental$151K
  • Life$144K
  • Short-term disability$144K
  • Long-term disability$144K
  • Vision$27K
Total $335K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
45%top
  • DELTA DENTAL OF CALIFORNIA45%
  • PRINCIPAL LIFE INSURANCE COMPANY43%
  • EMBER ASSURANCE, INC.8%
  • PRE-PAID LEGAL SERVICES INC DBA LEGALSHIELD4%
Total $335K4 slices

Broker market share

Schedule A broker compensation

Split broker
89%top
  • ASSUREDPARTNERS89%
  • AP BENEFIT ADVISORS, LLC11%
Total $38K2 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

AVANTI RESIDENTIAL, LLC RETIREMENT PLAN

401k

Assets$7.3M
Participants273
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

AVANTI RESIDENTIAL, LLC

Mixed - DELTA DENTAL OF COLORADO

Premiums$335K
Covered lives378
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVANTI RESIDENTIAL, LLC RETIREMENT PLAN401k$7.3M2732025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501AVANTI RESIDENTIAL, LLCMixedDELTA DENTAL OF COLORADO$335K3782025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica