Aura 401(K) Retirement Plan — Form 5500 plan (Aura Sub, LLC)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aura 401(K) Retirement Plan is a benefit plan reported by Aura Sub, LLC under EIN 87-2807898 and plan number 001. The latest loaded filing year is 2023. The filing reports 781 participants and $39,100,353 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Aura Sub, LLC
EIN
87-2807898
Plan number
001
Plan type
2
Location
Boston, MA
Latest filing year
2023
Participants
781
End-of-year plan assets
$39,100,353

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023781H, C20250113093408NAL0018322225001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$39,100,353
Net assets (EOY)
$39,100,353
Net assets (BOY)
$31,661,159

Income & contributions

Employer contributions
$1,650,628
Participant contributions
$4,843,537
Total contributions
$7,190,610
Total income / additions
$13,130,241

Expenses & distributions

Benefits paid
$5,587,697
Administrative expenses
$103,350
Total expenses
$5,691,047
Net increase / (decrease)
$7,439,194

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Cambridge Investment ResearchAEGIS BROKER DEALER$0$53,2132023
Aegis Retirement Partners, LLCTHIRD PARTY ADMINISTRATOR$0$17,0162023

Related Form 5500 pages