Plan Snapshot
- Plan Sponsor: Aura Sub, LLC
- Sponsor EIN: 872807898
- Sponsor Address: 250 NORTHERN AVENUE, BOSTON, MA, 02210
- Plan Type: 401(k)
- Total Participants: 429
- Total Assets: $48.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 429 | $48.7M | $1.9M | $5.3M |
| 2023 | 419 | $39.1M | $1.7M | $4.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | AEGIS BROKER DEALER | — | $61,457 | $61,457 |
| AEGIS RETIREMENT PARTNERS, LLC | THIRD PARTY ADMINISTRATOR | — | $21,097 | $21,097 |
| YOUNT, HYDE & BARBOUR, P.C. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YOUNT, HYDE & BARBOUR, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,554
- Estimated Expense Ratio: 0.170% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $128,892 | — | $127,042 | — | — |
| 2023 | $103,350 | — | — | — | — |