Aura, Inc. Money Purchase Pension Plan And Trust
Sponsored by Association Of Universities For Research In Astronomy, Inc. · EIN 860138043 · Plan #004
- Total assets
- $428M
- Net assets
- $428M
- Active participants
- 1,591
- With balances
- 2,758
Plan year beginning 01/01/2024 · Money purchase, Total participant-directed account, Participant-directed brokerage accounts
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Recordkeeping fees, Account maintenance fees, Securities brokerage commissions | $103,409 |
| Strategic Advisors | Investment advisory (plan), Direct payment from the plan | $39,384 |
| Multnomah Group Inc. | Other services, Consulting (general) | $25,000 |