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Original filing (PDF)20250925074415NAL0011780738001
AURA SUB, LLC
Form 5500
FILING_RECEIVED
AURA 401(K) RETIREMENT PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
429
Accounts w/ balance
655
Plan assets (EOY)
$48.7M
Net assets (EOY)
$48.7M
How this plan invests
This plan
1 pooled trust
Schedule D
35 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
92
/ 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
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- 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
87-2807898
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
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-25
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, P.C.
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 | $0 | — |
Investments
35 direct securities · 1 pooled fund· $96.6M(100% 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.
Uncategorized
$48.7M
35 holdings
Pooled Separate Account
$47.9M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MAP CONTRACT SEPARATE ACCOUNT D VOYA RETIREMENT INSURANCE & ANNUITY COMPANY · EIN 71-0294708 / PN 000 | Pooled Separate Account | — | — | $47.9M | 98.5% | |
| Vanguard Target Retire 2040 Portfolio Pooled Separate Account | — | — | — | $5.6M | 11.6% | |
| Vanguard Target Retire 2045 Portfolio Pooled Separate Account | — | — | — | $5.4M | 11.1% | |
| Vanguard Target Retire 2035 Portfolio Pooled Separate Account | — | — | — | $5.2M | 10.7% | |
| Vanguard Target Retire 2050 Portfolio Pooled Separate Account | — | — | — | $4.8M | 9.8% | |
| Vanguard Target Retire 2030 Portfolio Pooled Separate Account | — | — | — | $4.5M | 9.1% | |
| Vanguard Target Retire 2055 Portfolio Pooled Separate Account | — | — | — | $4.0M | 8.3% | |
| Vanguard 500 Index Fund Admiral Shares Pooled Separate Account | — | — | — | $3.5M | 7.3% | |
| Vanguard Target Retire 2060 Portfolio Pooled Separate Account | — | — | — | $2.2M | 4.4% | |
| Fidelity Advisor Equity Growth Fund Class Z Pooled Separate Account | — | — | — | $2.2M | 4.4% | |
| JPMorgan Large Cap Growth Fund Pooled Separate Account | — | — | — | $1.9M | 3.9% | |
| Vanguard Target Retire 2025 Portfolio Pooled Separate Account | — | — | — | $1.7M | 3.5% | |
| Vanguard Target Retire 2020 Portfolio Pooled Separate Account | — | — | — | $863K | 1.8% | |
| Vanguard Total International Stock Index Fund Pooled Separate Account | — | — | — | $833K | 1.7% | |
| Vanguard Total Stock Market Index Fund Pooled Separate Account | — | — | — | $810K | 1.7% | |
| Vanguard Mid-Cap Index Fund Pooled Separate Account | — | — | — | $774K | 1.6% | |
| Vanguard Small-Cap Index Fund Pooled Separate Account | — | — | — | $455K | 0.9% | |
| Vanguard Target Retire 2065 Portfolio Pooled Separate Account | — | — | — | $429K | 0.9% | |
| Voya Fixed Account Variable Annuity Contract | — | — | — | $404K | 0.8% | |
| Vanguard Total Bond Market Index Fund Pooled Separate Account | — | — | — | $340K | 0.7% | |
| Notes receivable from participants Various interest rates and maturities | — | — | — | $333K | 0.7% | |
| Carillon Eagle Mid Cap Growth Fund Pooled Separate Account | — | — | — | $326K | 0.7% | |
| Vanguard Equity-Income Fund Admiral Shares Pooled Separate Account | — | — | — | $317K | 0.7% | |
| MFS Value Fund Pooled Separate Account | — | — | — | $295K | 0.6% | |
| VY JPMorgan Small Cap Core Equity Portfolio Pooled Separate Account | — | — | — | $292K | 0.6% | |
| Vanguard Target Retire 2070 Portfolio Pooled Separate Account 480 Vanguard Target Retire Income Fund Pooled Separate Account | — | — | — | $226K | 0.5% | |
| Voya Government Money Market Portfolio Pooled Separate Account | — | — | — | $219K | 0.4% | |
| Janus Henderson Venture Fund N Pooled Separate Account | — | — | — | $197K | 0.4% | |
| Vanguard Real Estate Index Fund Pooled Separate Account | — | — | — | $134K | 0.3% | |
| BlackRock Inflation Protected Bond Fund Pooled Separate Account | — | — | — | $126K | 0.3% | |
| Fidelity U.S. Sustainability Index Fund Pooled Separate Account | — | — | — | $116K | 0.2% | |
| Franklin Small Cap Growth Fund R6 Pooled Separate Account | — | — | — | $83K | 0.2% | |
| Allspring Special Mid Cap Value Fund R6 Pooled Separate Account | — | — | — | $70K | 0.1% | |
| Baird Core Plus Bond Fund Pooled Separate Account | — | — | — | $67K | 0.1% | |
| Voya Government Money Market Fund Class A Pooled Separate Account | — | — | — | $6K | <0.1% | |
| Nuveen International Responsible Eq R6 Pooled Separate Account | — | — | — | $5K | <0.1% |
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