Civic Intelligence

Avoro Capital Advisors LLC

Plan context: AVORO CAPITAL ADVISORS LLC CASH BALANCE PLAN

EIN 27-1007403 • New York, NY • 18 filings • 3 plans

110 Greene Street, Suite 800New York, NY 10012
Current Snapshot

Latest Year

2024

2024 Participants

14

2024 Assets

$8,309,498

2024 Contributions

$1,335,364

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$8,309,498$4,154,749$0201920222024YearValue
$8,309,498Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

1470201920222024YearValue
14Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
2024314$8,309,498$1,335,364$95,383iApproximate average salary by contribution assumption: employee only about $2,384,579 at 4% or $1,589,719 at 6%; with 50% employer match about $1,589,719 at 4% or $1,059,813 at 6%; with 100% employer match about $1,192,289 at 4% or $794,860 at 6%.
AVORO CAPITAL ADVISORS LLC CASH BALANCE PLAN-11$4,165,902$617,000$56,091iApproximate average salary by contribution assumption: employee only about $1,402,273 at 4% or $934,848 at 6%; with 50% employer match about $934,848 at 4% or $623,232 at 6%; with 100% employer match about $701,136 at 4% or $467,424 at 6%.
AVORO CAPITAL ADVISORS LLC PROFIT SHARING PLAN-11$2,800,692$552,000$50,182iApproximate average salary by contribution assumption: employee only about $1,254,545 at 4% or $836,364 at 6%; with 50% employer match about $836,364 at 4% or $557,576 at 6%; with 100% employer match about $627,273 at 4% or $418,182 at 6%.
Avoro Capital Advisors LLC 401(K) Profit Sharing Plan-14$1,342,904$166,364$11,883iApproximate average salary by contribution assumption: employee only about $297,079 at 4% or $198,052 at 6%; with 50% employer match about $198,052 at 4% or $132,035 at 6%; with 100% employer match about $148,539 at 4% or $99,026 at 6%.
2023313$6,537,028$2,013,455$154,881iApproximate average salary by contribution assumption: employee only about $3,872,029 at 4% or $2,581,353 at 6%; with 50% employer match about $2,581,353 at 4% or $1,720,902 at 6%; with 100% employer match about $1,936,014 at 4% or $1,290,676 at 6%.
AVORO CAPITAL ADVISORS LLC CASH BALANCE PLAN-13$3,627,278$914,000$70,308iApproximate average salary by contribution assumption: employee only about $1,757,692 at 4% or $1,171,795 at 6%; with 50% employer match about $1,171,795 at 4% or $781,197 at 6%; with 100% employer match about $878,846 at 4% or $585,897 at 6%.
AVORO CAPITAL ADVISORS LLC PROFIT SHARING PLAN-12$1,933,600$594,000$49,500iApproximate average salary by contribution assumption: employee only about $1,237,500 at 4% or $825,000 at 6%; with 50% employer match about $825,000 at 4% or $550,000 at 6%; with 100% employer match about $618,750 at 4% or $412,500 at 6%.
Avoro Capital Advisors LLC 401(K) Profit Sharing Plan-13$976,150$505,455$38,881iApproximate average salary by contribution assumption: employee only about $972,029 at 4% or $648,019 at 6%; with 50% employer match about $648,019 at 4% or $432,013 at 6%; with 100% employer match about $486,014 at 4% or $324,010 at 6%.
2022311$4,057,593$1,329,031$120,821iApproximate average salary by contribution assumption: employee only about $3,020,525 at 4% or $2,013,683 at 6%; with 50% employer match about $2,013,683 at 4% or $1,342,456 at 6%; with 100% employer match about $1,510,263 at 4% or $1,006,842 at 6%.
AVORO CAPITAL ADVISORS LLC CASH BALANCE PLAN-10$2,443,336$790,000$79,000iApproximate average salary by contribution assumption: employee only about $1,975,000 at 4% or $1,316,667 at 6%; with 50% employer match about $1,316,667 at 4% or $877,778 at 6%; with 100% employer match about $987,500 at 4% or $658,333 at 6%.
AVORO CAPITAL ADVISORS LLC PROFIT SHARING PLAN-9$1,271,917$404,000$44,889iApproximate average salary by contribution assumption: employee only about $1,122,222 at 4% or $748,148 at 6%; with 50% employer match about $748,148 at 4% or $498,765 at 6%; with 100% employer match about $561,111 at 4% or $374,074 at 6%.
Avoro Capital Advisors LLC 401(K) Profit Sharing Plan-11$342,340$135,031$12,276iApproximate average salary by contribution assumption: employee only about $306,889 at 4% or $204,592 at 6%; with 50% employer match about $204,592 at 4% or $136,395 at 6%; with 100% employer match about $153,444 at 4% or $102,296 at 6%.
202139$3,180,539$1,249,500$138,833iApproximate average salary by contribution assumption: employee only about $3,470,833 at 4% or $2,313,889 at 6%; with 50% employer match about $2,313,889 at 4% or $1,542,593 at 6%; with 100% employer match about $1,735,417 at 4% or $1,156,944 at 6%.
AVORO CAPITAL ADVISORS LLC CASH BALANCE PLAN-9$1,862,871$729,000$81,000iApproximate average salary by contribution assumption: employee only about $2,025,000 at 4% or $1,350,000 at 6%; with 50% employer match about $1,350,000 at 4% or $900,000 at 6%; with 100% employer match about $1,012,500 at 4% or $675,000 at 6%.
AVORO CAPITAL ADVISORS LLC PROFIT SHARING PLAN-9$1,060,018$464,000$51,556iApproximate average salary by contribution assumption: employee only about $1,288,889 at 4% or $859,259 at 6%; with 50% employer match about $859,259 at 4% or $572,840 at 6%; with 100% employer match about $644,444 at 4% or $429,630 at 6%.
Avoro Capital Advisors LLC 401(K) Profit Sharing Plan-7$257,650$56,500$8,071iApproximate average salary by contribution assumption: employee only about $201,786 at 4% or $134,524 at 6%; with 50% employer match about $134,524 at 4% or $89,683 at 6%; with 100% employer match about $100,893 at 4% or $67,262 at 6%.
202037$2,037,272$1,086,550$155,221iApproximate average salary by contribution assumption: employee only about $3,880,536 at 4% or $2,587,024 at 6%; with 50% employer match about $2,587,024 at 4% or $1,724,683 at 6%; with 100% employer match about $1,940,268 at 4% or $1,293,512 at 6%.
AVORO CAPITAL ADVISORS LLC CASH BALANCE PLAN-7$1,340,990$712,000$101,714iApproximate average salary by contribution assumption: employee only about $2,542,857 at 4% or $1,695,238 at 6%; with 50% employer match about $1,695,238 at 4% or $1,130,159 at 6%; with 100% employer match about $1,271,429 at 4% or $847,619 at 6%.
AVORO CAPITAL ADVISORS LLC PROFIT SHARING PLAN-6$525,362$288,000$48,000iApproximate average salary by contribution assumption: employee only about $1,200,000 at 4% or $800,000 at 6%; with 50% employer match about $800,000 at 4% or $533,333 at 6%; with 100% employer match about $600,000 at 4% or $400,000 at 6%.
Avoro Capital Advisors LLC 401(K) Profit Sharing Plan-5$170,920$86,550$17,310iApproximate average salary by contribution assumption: employee only about $432,750 at 4% or $288,500 at 6%; with 50% employer match about $288,500 at 4% or $192,333 at 6%; with 100% employer match about $216,375 at 4% or $144,250 at 6%.
201936$926,734$926,000$154,333iApproximate average salary by contribution assumption: employee only about $3,858,333 at 4% or $2,572,222 at 6%; with 50% employer match about $2,572,222 at 4% or $1,714,815 at 6%; with 100% employer match about $1,929,167 at 4% or $1,286,111 at 6%.
AVORO CAPITAL ADVISORS LLC CASH BALANCE PLAN-6$596,000$596,000$99,333iApproximate average salary by contribution assumption: employee only about $2,483,333 at 4% or $1,655,556 at 6%; with 50% employer match about $1,655,556 at 4% or $1,103,704 at 6%; with 100% employer match about $1,241,667 at 4% or $827,778 at 6%.
AVORO CAPITAL ADVISORS LLC PROFIT SHARING PLAN-5$259,562$259,000$51,800iApproximate average salary by contribution assumption: employee only about $1,295,000 at 4% or $863,333 at 6%; with 50% employer match about $863,333 at 4% or $575,556 at 6%; with 100% employer match about $647,500 at 4% or $431,667 at 6%.
Avoro Capital Advisors LLC 401(K) Profit Sharing Plan-4$71,172$71,000$17,750iApproximate average salary by contribution assumption: employee only about $443,750 at 4% or $295,833 at 6%; with 50% employer match about $295,833 at 4% or $197,222 at 6%; with 100% employer match about $221,875 at 4% or $147,917 at 6%.