David Barnard signed Aurora Community Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Aurora Community Services, Inc.'s EIN is 26-4618269.
Download the official 2024 Form 5500 (PDF) for Aurora Community Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Aurora Community Services, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a leveraged ESOP, an S-corporation ESOP.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WIPFLI LLP | — | MILWAUKEE, WI | RECORD KEEPER | $34K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WOODBURY FINANCIAL SERVICES | — | OAKDALE, MN | INVESTMENT ADVISOR | $16K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Aurora Community Services, * Inc. Common Stock 87,536 Shares | Common Stocks | — | $4.9M | $2.1M | 18.9% | |
| Fidelity Blue Chip Growth | Mutual Funds | — | — | $1.7M | 15.2% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $1.6M | 14.5% | |
| Calvert US Large Cap Core | Other securities | — | — | $1.4M | 12.5% | |
| T. Rowe Price Mid Cap Advisor | Other securities | — | — | $789K | 7.3% | |
| American Mutual Fund | Other securities | — | — | $629K | 5.8% | |
| Columbia Small Cap Core Fund | Other securities | — | — | $540K | 5.0% | |
| Eaton Vance Floating-Rate & High Income Fund | Other securities | — | — | $489K | 4.5% | |
| Vanguard International Growth * Fund Admiral | Mutual Funds | — | — | $426K | 3.9% | |
| Mid Atlantic Trust Company * American Balanced | Mutual Funds | — | — | $378K | 3.5% | |
| Aurora Community Services, Cash * | Cash / Money Market | — | — | $300K | 2.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MEUWISSEN, FLYGARE, KADRLIK, & ASSO | — | EDEN PRAIRIE, MN | AUDITOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| VALUE CONSULTING GROUP | — | MINNEAPOLIS, MN | VALUATION COMPANY | $9K | — |
