How big is AUM Group LLC's plan?

AUM Group LLC's plan reported $51K in assets and 34 participants for 2024.

Original filing (PDF)20250717141554NAL0000630832001

AUM Group LLC

Name: AUM Group LLC — AUM Group LLC 401(k) Plan, Form 5500 (2024)
Creator: AUM Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

AUM Group LLC 401(k) Plan

401(k) retirement plan · AUM Group LLC's AUM Group LLC 401(k) Plan held $51K in plan assets for 34 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$51K

Net assets (EOY)

$51K

People on this filing

Marcus Bowie signed AUM Group LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

AUM Group LLC's EIN is 92-1643685.

EIN 92-1643685

Plan number 001

Plan year 2024

ACK ID 20250717141554NAL0000630832001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AUM Group 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 AUM GROUP LLC.

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Plan health score

Above-average plan

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