LILY Houck signed Auria Solutions USA, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Auria Solutions USA, Inc.'s EIN is 82-1869477.
Download the official 2024 Form 5500 (PDF) for Auria Solutions USA, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Auria Solutions USA, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | CONSULTANT | $36K | — |
| STRATEGIC ADVISORS, INC. |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index Fund | Common Collective Trusts | — | — | $14.5M | 16.7% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2025 | Common Stocks | — | — | $8.9M | 10.3% | |
| TRP RETIRE 2025 G T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $8.9M | 10.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $8.6M | 10.0% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2030 | Common Stocks | — | — | $6.8M | 7.9% | |
| TRP RETIRE 2030 G T. ROWE PRICE TRUST COMPANY · EIN 35-2425740 / PN 001 | Common Collective Trust | — | — | $6.8M | 7.9% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2035 | Common Stocks | — | — | $5.2M | 6.0% | |
| TRP RETIRE 2035 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 003 | Common Collective Trust | — | — | $5.2M | 6.0% | |
| Great Gray Trust Company, LLC Large Cap Value Fund Class R1 | Common Stocks | — | — | $4.9M | 5.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.9M | 5.6% | |
| Fidelity Management Trust Company Fidelity Total Bond Fund | Mutual Funds | — | — | $4.8M | 5.5% | |
| Capital Group American Funds Europacific Growth | Mutual Funds | — | — | $3.6M | 4.2% | |
| The Vanguard Group, Inc. Vanguard Small Cap Index | Mutual Funds | — | — | $2.7M | 3.1% | |
| Vanguard Fiduciary Trust Company Vanguard Retirement Savings Trust IV | Mutual Funds | — | — | $2.7M | 3.1% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $2.7M | 3.1% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2045 | Common Stocks | — | — | $2.6M | 3.0% | |
| TRP RETIRE 2045 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.0% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2040 | Common Stocks | — | — | $1.9M | 2.2% | |
| TRP RETIRE 2040 G T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.2% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2055 | Common Stocks | — | — | $1.9M | 2.2% | |
| TRP RETIRE 2055 G T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.2% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2050 | Common Stocks | — | — | $1.8M | 2.0% | |
| TRP RETIRE 2050 G T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.0% | |
| Dodge & Cox Dodge & Cox International Stock | Mutual Funds | — | — | $1.8M | 2.0% | |
| Fidelity Management Trust Company Fidelity Advisor Small Cap Growth | Mutual Funds | — | — | $1.7M | 2.0% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2020 | Common Stocks | — | — | $1.3M | 1.5% | |
| TRP RETIRE 2020 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| The Vanguard Group, Inc. Vanguard Total Bond Market Index | Mutual Funds | — | — | $1.2M | 1.4% | |
| American Beacon Advisors, Inc. American Beacon Stephens Mid-Cap Growth | Common Stocks | — | — | $1.2M | 1.4% | |
| JPMorgan Asset Management Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $978K | 1.1% | |
| Fidelity Management Trust Company Fidelity Emerging Markets Fund | Mutual Funds | — | — | $974K | 1.1% | |
| The Vanguard Group, Inc. Vanguard Mid Cap Index | Mutual Funds | — | — | $854K | 1.0% | |
| The Vanguard Group, Inc. Vanguard Real Estate Index | Mutual Funds | — | — | $825K | 1.0% | |
| John Hancock Investment Management, LLC John Hancock Disciplined Value Mid Cap | Other securities | — | — | $808K | 0.9% | |
| The Vanguard Group, Inc. Vanguard Inflation-Protected Securities | Mutual Funds | — | — | $753K | 0.9% | |
| Participants Participant notes receivable bearing interest at a rate of 4.25 to 9.50 percent - | Other securities | — | — | $710K | 0.8% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2065 | Common Stocks | — | — | $566K | 0.7% | |
| TRP RETIRE 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $566K | 0.7% | |
| Fidelity Management Trust Company Fidelity Total International Index | Mutual Funds | — | — | $547K | 0.6% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2060 | Common Stocks | — | — | $459K | 0.5% | |
| TRP RETIRE 2060 G T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $459K | 0.5% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2015 | Common Stocks | — | — | $279K | 0.3% | |
| TRP RETIRE 2015 G T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $279K | 0.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2010 | Common Stocks | — | — | $232K | 0.3% | |
| TRP RETIRE 2010 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $232K | 0.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2005 | Common Stocks | — | — | $145K | 0.2% | |
| TRP RETIRE 2005 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $145K | 0.2% | |
| JPMorgan Asset Management JPMorgan Global Bond Opportunities Fund | Other securities | — | — | $73K | <0.1% | |
| The Vanguard Group, Inc. Money market fund - Vanguard Cash Reserves Federal Money Market | Mutual Funds | — | — | $57K | <0.1% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-2654524 |
| — |
| ADVISOR |
| $36K |
| — |
| PLANTE & MORAN, PLLC | 38-1357951 | — | CONSULTANT | $11K | — |
