Auria Solutions Usa, Inc. Retirement Savings Program
Sponsored by Auria Solutions Usa, Inc. · EIN 821869477 · Plan #001
- Total assets
- $86.5M
- Net assets
- $86.5M
- Active participants
- 356
- With balances
- 484
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Advisors Llc CRD 125882 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Fidelity Investments Institutional | Participant loan processing, Sub-transfer agency fees, Recordkeeping fees | $42,695 |
| Mma Securities Llc | Consulting (general) | $36,353 |
| Strategic Advisors, Inc. | Investment advisory (plan) | $35,975 |
| Plante & Moran, Pllc | Consulting (general) | $11,015 |