Retirement plan

AVANTSTAY 401(K) PLAN

Name: AVANTSTAY, INC. - AVANTSTAY 401(K) PLAN (2024) Form 5500
Creator: AVANTSTAY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AVANTSTAY 401(K) PLAN, AVANTSTAY, INC.

AVANTSTAY, INC.EIN 81-3773100Plan #001PY 2024

PO BOX 35539 - LOS ANGELES, CA 90035833-442-8268avantstay.comLinkedIn501-1000 employeeshospitality

Prospect flagsLow assets / participantLow fidelity bond

How to read this page

Total assets (EOY)

$2M

+29.9% from 2023

Total participants

256

+9.9% from 2023

Average account balance

$8,832

+30.4% from 2023

Annual return

20.11%

-4.73 pp from 2023

Benchmarks

See 665 peers

Peer group

Industry53 - Real Estate and Rental and Leasing

Plan typeDefined contribution

Participants250-999

Cohort665 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.98M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$9K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

224

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

87.4%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$551K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$2K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+20.11%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$49

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 1 by compensation

Provider	Service type	Compensation
HUMAN INTEREST ADVISOR LLC2 years Service code 13 · EIN 47-4307706 300 MONTGOMERY ST SUITE 350 · SAN FRANCISCO, CA 94101	Contract Administrator	$10,949

Plan features & details

Pension benefit codes2F2G2J2T

Plan features

2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

2 tripped

OpportunityLow assets / participant
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
ComplianceLow fidelity bond
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).

Expense breakdown

Schedule H Part II

Admin total

$11K

$43 / participant

Investment mgmt$11K100.0%

% of EOY assets

0.553%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: ERICA ONG, CPA
Auditor EIN: 884399609
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$8,832

$62,686-85.9%

$178,540-95.1%

$77,736-88.6%

Participation rate

87.4%

66.9%+20.5pp

77.1%+10.3pp

70.6%+16.8pp

Annual return

20.11%

16.16%+3.9pp

27.15%-7.0pp

31.26%-11.2pp

Employer contribution / active EE

$1,914-100.0%

$3,953-100.0%

$2,728-100.0%

Participant deferral / active EE

$2,171

$4,224-48.6%

$6,281-65.4%

$4,651-53.3%

Admin fee / account holder

$49

$386-87.3%

$10,424-99.5%

$433-88.7%

Provider

Service type

Compensation

HUMAN INTEREST ADVISOR LLC2 years

Service code 13 · EIN 47-4307706

300 MONTGOMERY ST SUITE 350 · SAN FRANCISCO, CA 94101

Contract Administrator

$10,949

AVANTSTAY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AVANTSTAY 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion