Back to filter
Original filing (PDF)20231016074430NAL0025098947001
AURA SUB, LLC
Form 5500
FILING_RECEIVED
AURA 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
425
Accounts w/ balance
750
Plan assets (EOY)
$31.7M
Net assets (EOY)
$31.7M
How this plan invests
This plan
1 collective trust
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AURA SUB, LLC.
Plan sponsor
Name
AURA SUB, LLC
EIN
54-1956515
Address
250 NORTHERN AVENUE · 3RD FLOOR · BOSTON, MA · 02210
Phone
(703) 488-6100
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-10-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
YOUNT, HYDE & BARBOUR
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsBroker
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | FAIRFIELD, IA | AEGIS BROKER DEALER | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AEGIS RETIREMENT PARTNERS, LLC | — | CONCORD, MA | THIRD PARTY ADMINISTRATOR | — | — |
Investments
1 pooled fund· $31.0M(98% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | $31.0M | 97.8% |
Related plans
Other plans using CAMBRIDGE INVESTMENT RESEARCH
UNITED AIRLINES, INC.
UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN
$16.8B · 17,444 participants
THE CLEVELAND CLINIC FOUNDATION
CLEVELAND CLINIC SAVINGS AND INVESTMENT PLAN
$9.2B · 68,206 participants
SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP
SCPMG KEOGH PLAN
$7.9B · 11,088 participants
HUMANA INC.
HUMANA RETIREMENT SAVINGS PLAN
$7.7B · 42,968 participants
PENN STATE HEALTH
PENN STATE HEALTH 401(K) SAVINGS PLAN
$2.9B · 15,720 participants
BOARD OF DIRECTORS OF PENTEGRA DEFINED CONTRIBUTION PLAN
PENTEGRA DEFINED CONTRIBUTION PLAN FOR FINANCIAL INSTITUTIONS
$2.3B · 35,585 participants
Similar-size Other Services (ex. Public Admin) plans
UIDC ADMINISTRATIVE SERVICES DIVISION
UIDC 401(K) PLAN
$32.1M · 779 participants
TRUPANION MANAGERS USA, INC.
TRUPANION 401(K) PLAN
$31.1M · 873 participants
INTERNATIONAL SERVICES, INC.
INTERNATIONAL SERVICES, INC. 401(K) PLAN
$32.2M · 623 participants
AARETE, INC.
AARETE, INC. 401(K) PROFIT SHARING PLAN AND TRUST
$31.0M · 278 participants
ALL POINTS LOGISTICS, LLC
ALL POINTS LOGISTICS 401K PLAN
$32.3M · 284 participants
PROSEK LLC
PROSEK LLC 401(K) PENSION PLAN
$32.6M · 375 participants
Large plans in Massachusetts
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY GROWTH COMPANY COMMINGLED POOL
$91.5B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX NON-LENDING SERIES FUND CLASS A
$91.0B
FIDELITY MANAGEMENT TRUST COMPANY
FIDELITY CONTRAFUND COMMINGLED POOL
$59.7B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS I
$53.6B
GEODE CAPITAL MANAGEMENT TRUST COMPANY, LLC
SPARTAN GROUP TRUST FOR EMPLOYEE BENEFIT PLANS SPARTAN 500 INDEX POOL
$47.6B
STATE STREET GLOBAL ADVISORS TRUST COMPANY
STATE STREET S&P 500(R) INDEX SECURITIES LENDING SERIES FUND CLASS II
$46.7B