Plan Snapshot
- Plan Sponsor: Azura Living LLC
- Sponsor EIN: 261502924
- Sponsor Address: 1233 N MAYFAIR RD STE 301, MILWAUKEE, WI, 532263255
- Plan Type: 401(k)
- Total Participants: 230
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 230 | $2.6M | $153,059 | $424,034 |
| 2023 | 198 | $1.9M | $140,358 | $296,534 |
| 2022 | 202 | $1.4M | $112,850 | $289,117 |
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 |
|---|---|---|---|---|
| REILLY PENNER & BENTON LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- REILLY PENNER & BENTON LLP — Auditor
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 | $11,534 | $1,596 | $9,078 | — | — |
| 2023 | $7,377 | $1,217 | $5,300 | — | — |
| 2022 | $5,455 | $454 | $5,001 | — | — |