Patricia Diaz Santiago signed AURO PR Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
AURO PR Inc.'s EIN is 66-0991701.
Download the official 2024 Form 5500 (PDF) for AURO PR Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)AURO PR Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HUB RETIREMENT AND PRIVATE WEALTH | — | WOODBURY, NY | CONSULTANT | $25K | — |
| GLOBAL RETIREMENT PARTNERS LLC |
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 | |||||
|---|---|---|---|---|---|---|
| GALLIARD STABLE RETURN FUND CLASS E WELLS FARGO BANK, N.A. · EIN 52-2250951 / PN 001 | Common Collective Trust | — | $2.7M | $2.8M | 18.2% | |
| NORTHERN TRUST SP 500 INDEX TIER 3 NORTHERN TRUST · EIN 45-6138589 / PN 002 | Common Collective Trust | — | $2.1M | $2.7M | 17.4% | |
| VANGUARD TOTAL BOND MKT MUTUAL FUNDS | Mutual Funds | — | $1.3M | $1.3M | 8.3% | |
| NORTHERN TRUST COLLECTIVE EAFE INDE NORTHERN TRUST · EIN 45-6138589 / PN 111 | Common Collective Trust | — | $1.1M | $1.2M | 8.0% | |
| JPM SMART RTRMNT 2040 FUND R5 MUTUAL FUNDS | Other securities | — | $1.3M | $1.1M | 7.3% | |
| AB SMALL CAP GRWTH PORTFOLIO I MUTUAL FUNDS | Other securities | — | $920K | $881K | 5.7% | |
| PUTNAM LARGE CAP VALUE FUND R6 MUTUAL FUNDS | Mutual Funds | — | $839K | $802K | 5.2% | |
| NORTHERN TRUST S&P MCAP TIER 3 COMMON / COLLECTIVE TRUSTS | Common Collective Trusts | — | $674K | $794K | 5.1% | |
| NORTHERN TRUST SP MIDCAP 400 INDEX NORTHERN TRUST · EIN 45-6138589 / PN 105 | Common Collective Trust | — | — | $794K | 5.1% | |
| JPM SMART RTRMNT 2035 FUND R5 MUTUAL FUNDS | Other securities | — | $694K | $644K | 4.1% | |
| COLUMBIA SMALL CAP VALUE INSTL MUTUAL FUNDS | Other securities | — | $514K | $540K | 3.5% | |
| MFS MASS INVESTORS GR STOCK R4 MUTUAL FUNDS | Mutual Funds | — | $493K | $493K | 3.2% | |
| JPM SMART RTRMNT 2045 FUND R5 MUTUAL FUNDS | Other securities | — | $530K | $484K | 3.1% | |
| VANGUARD FTSE SOCIAL INDX ADM MUTUAL FUNDS | Mutual Funds | — | $428K | $437K | 2.8% | |
| METROPOLITAN WEST TOTAL FD I MUTUAL FUNDS | Other securities | — | $336K | $287K | 1.8% | |
| MFS INTERNATIONAL EQUITY CL R6 MUTUAL FUNDS | Mutual Funds | — | $237K | $246K | 1.6% | |
| JPM SMART RTRMNT 2050 FUND R5 MUTUAL FUNDS | Other securities | — | $244K | $239K | 1.5% | |
| JPM SMART RTRMNT 2030 FUND R5 MUTUAL FUNDS | Other securities | — | $172K | $151K | 1.0% | |
| JPM SMART RTRMNT 2025 FUND R5 MUTUAL FUNDS | Other securities | — | $138K | $120K | 0.8% | |
| LOAN FUND LOANS | Other securities | — | $106K | $106K | 0.7% | |
| VIATRIS INC COMMON STOCK | Common Stocks | — | $42K | $28K | 0.2% | |
| JPM SMART RTRMNT INCOME R5 MUTUAL FUNDS | Other securities | — | $29K | $27K | 0.2% | |
| BLF FEDFUND MONEY MARKET | Cash / Money Market | — | $22K | $22K | 0.1% | |
| JPM SMART RTRMNT 2020 FUND R5 MUTUAL FUNDS | Other securities | — | $20K | $19K | 0.1% | |
| ACCRUED INCOME ACCRUED INCOME | Other securities | — | $4K | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 47-1411118 |
| — |
| CONSULTANT |
| $22K |
| — |
