How big is AUM GURU, LLC's plan?

AUM GURU, LLC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20251015093636NAL0005819328001

AUM GURU, LLC

Name: AUM GURU, LLC — AUM GURU, LLC 401(k) Plan, Form 5500 (2024)
Creator: AUM GURU, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AUM GURU, LLC 401(k) Plan

401(k) retirement plan · AUM GURU, LLC's AUM GURU, LLC 401(k) Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Dhaval Patel signed AUM GURU, LLC's 2024 Form 5500 as plan administrator.

Dhaval Patel — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AUM GURU, LLC's EIN is 45-2333163.

EIN 45-2333163

Plan number 001

Plan year 2024

ACK ID 20251015093636NAL0005819328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for AUM GURU, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

AUM GURU, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AUM GURU, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

AUM GURU, LLC

EIN

all filings

Address

1800 MCDONOUGH RD. · SUITE 209 · HOFFMAN ESTATES, IL · 60062

Phone

(312) 545-7070

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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