Aurorium 401(k) Deferred Savings Plan
Sponsored by Aurorium Holdings Llc · EIN 813767219 · Plan #006
- Total assets
- $96.4M
- Net assets
- $96.4M
- Active participants
- 478
- With balances
- 786
Plan year beginning 01/01/2024 · 401(k)
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 |
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $60,000 |
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $49,178 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $24,428 |