Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
AVANT CAPITAL PARTNERS, LLC
EIN 30-0884793Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$2.1M assets
Welfare
0
Participants
10
51 LOCUST AVENUE, SUITE 204 - NEW CANAAN, CT 06840203-930-3406
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.1M assets / 10 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#001
AVANT CAPITAL PARTNERS 401(K)
401k
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
AVANT CAPITAL PARTNERS, LLC CASH BALANCE PLAN
CashBalance
Assets$764K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AVANT CAPITAL PARTNERS 401(K) | 401k | $1.3M | 7 | 2025 | |
| 002 | AVANT CAPITAL PARTNERS, LLC CASH BALANCE PLAN | CashBalance | $764K | 3 | 2025 |
Retirement plans