· 2022–2024 · DOL EFAST2
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Aurum Wealth Managemet Group
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Aurum Wealth Managemet Group
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
1
Active participants
491
Total plan assets
$6.5M
Filings (rows)
1
Direct comp
$11K
Indirect comp
$0
Showing only "AURUM WEALTH MANAGEMET GROUP"
View all 3 variants aggregated →
AURUM WEALTH MANAGEMENT
4
AURUM WEALTH MANAGEMENT GROUP
2
AURUM WEALTH MANAGEMET GROUP
1
SERVICES PROVIDED
Advisor / Consultant
1
Plans served
All 1 plans
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Sponsor / Plan
Location
Services
Participants
Assets
Direct comp
Indirect comp
Opticsplanet, Inc.
Opticsplanet, Inc. 401(k) Profit Sharing Plan and Trust ·
all filings
NORTHBROOK, IL
Advisor / Consultant
491
$6.5M
$11K
$0
Aurum Wealth Managemet Group — Form 5500 Service Provider Profile | Form 5500 Search