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Sponsor portfolio

AVESTA HOMES, LLC

EIN 45-2015136-Latest filing 2025
Plans
3
Retirement
1
$4.0M assets
Welfare
2
$424K premiums
Participants
1,423
1101 W. 34TH ST. #323 - AUSTIN, TX 78705813-444-1509
Plans on this EIN
3 filings
#001401k-$4.0M - 508 part#503Fully Insured-$424K - 571 lives#504Self Funded-0 lives

Benefits portfolio analytics

2 plans / $424K premiums / 571 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Dental$391K
  • Vision$391K
  • Life$391K
  • Short-term disability$391K
  • Long-term disability$391K
  • Other$391K
  • +1 more
Total $424K7 rows

Carrier market share

Premium dollars by Schedule A carrier

Bundled
100%top
  • METROPOLITAN LIFE INSURANCE COMPANY100%
Total $424K1 slice

Broker market share

Schedule A broker compensation

Single broker
100%top
  • THRELKELD BENEFIT PARTNERS, LLC100%
Total $54K1 slice

Plan deep-dives

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

AVESTA HOMES, LLC 401(K) PLAN & TRUST

401k

Assets$4.0M
Participants508
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#503

AVESTA HOMES, LLC WRAP PLAN #503

Fully Insured - METROPOLITAN LIFE INSURANCE COMPANY

Premiums$424K
Covered lives571
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive
Welfare#504

AVESTA HOMES, LLC WRAP PLAN #504

Self Funded

Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001AVESTA HOMES, LLC 401(K) PLAN & TRUST401k$4.0M5082024

Welfare plans2

Plan #NameFundingCarrierPremiumsCoveredLatest year
503AVESTA HOMES, LLC WRAP PLAN #503Fully InsuredMETROPOLITAN LIFE INSURANCE COMPANY$424K5712025
504AVESTA HOMES, LLC WRAP PLAN #504Self Funded-$002025
Retirement plans
Welfare plans
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