Plan Snapshot
- Plan Sponsor: Aurora Cares, LLC Dba Tara Cares
- Sponsor EIN: 364530507
- Sponsor Address: 3690 SOUTHWESTERN BOULEVARD, ORCHARD PARK, NY, 14127
- Plan Type: DC
- Total Participants: 5,655
- Total Assets: $21.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 5,655 | $21.4M | $0 | $1.5M |
| 2023 | 5,701 | $18.4M | $0 | $1.3M |
| 2022 | 5,722 | $16.3M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| FREED MAXICK PC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $75,824 | — | $73,474 | — | — |
| 2023 | $66,282 | — | $64,782 | — | — |
| 2022 | $70,774 | — | — | — | — |