Sponsor portfolio
AURELIUS FAMILY OFFICE LLC
EIN 88-1068625financial servicesLatest filing 2025
Plans
1
Retirement
1
$424K assets
Welfare
0
Participants
9
3 EXECUTIVE PARK DRIVE, SUITE 261 - BEDFORD, NH 03110603-413-6060aurelius.netLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | AURELIUS FAMILY OFFICE 401(K) PLAN | 401k | $424K | 9 | 2025 |
Retirement plans