How big is Aurelius Family Office LLC's plan?

Aurelius Family Office LLC's plan reported $223K in assets and 9 participants for 2024.

Original filing (PDF)20250911155504NAL0000424433001

Aurelius Family Office LLC

Name: Aurelius Family Office LLC — Aurelius Family Office, Form 5500 (2024)
Creator: Aurelius Family Office LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Aurelius Family Office 401(k) Plan

401(k) retirement plan · Aurelius Family Office LLC's Aurelius Family Office 401(k) Plan held $223K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

Plan identifiers

Aurelius Family Office LLC's EIN is 88-1068625.

EIN 88-1068625

Plan number 001

Plan year 2024

ACK ID 20250911155504NAL0000424433001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Aurelius Family Office LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Aurelius Family Office LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AURELIUS FAMILY OFFICE 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