Aurora Community Services, Inc. 401(k) And Employee Stock Ownership Plan
Sponsored by Aurora Community Services, Inc. · EIN 264618269 · Plan #002
- Total assets
- $10.9M
- Net assets
- $10.0M
- Active participants
- 260
- With balances
- 473
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 |
|---|---|---|
| Worthy Asset Management Llc CRD 142462 | fuzzy_auto · 94% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Wipfli Llp | Plan administrator, Recordkeeping | $34,007 |
| Woodbury Financial Services | Investment advisory (participants), Investment advisory (plan) | $15,682 |
| Meuwissen, Flygare, Kadrlik, & Asso | Accounting | $9,750 |
| Value Consulting Group | Valuation | $8,500 |