Plan Ledger DOL Form 5500 · updated monthly

Aura Sub, LLC401(k)

AURA 401(K) RETIREMENT PLAN · BOSTON, MA · plan year 2024

Reported admin expense ratio · 2024
0.29%

Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works

Aura Sub, LLC reported $128,892 in plan administrative expenses for 2024: 0.29% of average plan assets, above the peer median. Employer contributions averaged $4,350 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio has held roughly steady near 0.294%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other other services employers. By assets it is the 717th-largest of 2,726 plans among Massachusetts employers on file, and the 442nd of 3,341 in other services. In 2024, employees put in $2.82 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$48,685,818
Participants with balances655
Active participants429
Employer contributions$1,866,331
Employee contributions$5,255,723
Employer contribution per active participant$4,350
Average account balance$74,329
Benefits paid to participants$3,944,391
Plan auditUnmodified (clean) audit opinion
Plan history2
Yearassets · accounts · employer contribution
2024$48.7M · 655 accts · $1.9M emplr
2023$39.1M · 733 accts · $1.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$127,042
Total administrative$128,892
The Aura Sub, LLC 401(k) match · 2024
Employer contribution per active participant$4,350
Median for plans this size$2,416
2024$4,350 per active participant
2023$3,939 per active participant

Aura Sub, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
CAMBRIDGE INVESTMENT RESEARCHindirect comp
AEGIS RETIREMENT PARTNERS, LLC · Other servicesindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history2
2024$128,892 · 0.29%
2023$103,350 · 0.29%
Similar plansOther Services · Massachusetts
Henley Enterprises, Inc. MA$53.8M · 0.41%

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Source: U.S. Department of Labor, Form 5500 series, EIN 872807898 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.