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Sponsor portfolio

AURORA INVESTMENT MANAGERS, L.L.C.

EIN 36-4626162-investment management-Latest filing 2024
Plans
2
Retirement
2
$5.4M assets
Welfare
0
Participants
5
SUITE 301 - NAPLES, FL 34103617-390-8001auroraim.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
2 filings
#002TraditionalDB-$3.2M - 2 part#001401k-$2.2M - 3 part

Retirement portfolio analytics

2 plans aggregated / $5.4M assets / 5 participants

Assets by plan

Share of aggregate retirement assets

60%top
  • DEFINED BENEFIT PENSION (#002)60%
  • PROFIT SHARING PLAN (#001)40%
Total $5.4MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#001)3
  • DEFINED BENEFIT PENSION (#002)2
Total 5Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

AURORA INVESTMENT MANAGERS, L.L.C. DEFINED BENEFIT PENSION PLAN

TraditionalDB

Assets$3.2M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

AURORA INVESTMENT MANAGERS, L.L.C. 401K PROFIT SHARING PLAN

401k

Assets$2.2M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002AURORA INVESTMENT MANAGERS, L.L.C. DEFINED BENEFIT PENSION PLANTraditionalDB$3.2M22024
001AURORA INVESTMENT MANAGERS, L.L.C. 401K PROFIT SHARING PLAN401k$2.2M32024
Retirement plans
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