Retirement plan

AURELIUS CAPITAL MANAGEMENT, LP 401(K) PLAN

Name: AURELIUS CAPITAL MANAGEMENT, LP - AURELIUS CAPITAL MANAGEMENT, LP 401(K) PLAN (2024) Form 5500
Creator: AURELIUS CAPITAL MANAGEMENT, LP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, AURELIUS CAPITAL MANAGEMENT, LP 401(K) PLAN, AURELIUS CAPITAL MANAGEMENT, LP

AURELIUS CAPITAL MANAGEMENT, LPEIN 33-1115695Plan #001PY 2024

1330 AVENUE OF THE AMERICAS, 14TH FL, SUITE A - NEW YORK, NY 10019646-445-6500

Prospect flagsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$6.2M

-5.6% from 2023

Total participants

-7.7% from 2023

Average account balance

$280,467

+11.6% from 2023

Annual return

13.89%

-2.96 pp from 2023

Benchmarks

See 37,167 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants<25

Cohort37,167 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$6.17M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$280K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

183.3%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$238K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$20K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+13.89%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$68704

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3B3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3B
Plan covering self-employed individuals
Plan covering self-employed individuals.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

2 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$1.5M

$125958 / participant

Other / not subdivided$2M100.0%

% of EOY assets

24.496%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$280,467

$201,264+39.4%

$184,185+52.3%

$145,978+92.1%

Participation rate

83.3%

87.5%-4.2pp

86.8%-3.5pp

80.3%+3.0pp

Annual return

13.89%

29.00%-15.1pp

28.81%-14.9pp

550.52%-536.6pp

Employer contribution / active EE

$7,021-100.0%

$6,426-100.0%

$4,662-100.0%

Participant deferral / active EE

$19,843

$9,806+102.4%

$9,132+117.3%

$6,690+196.6%

Admin fee / account holder

$68,704

$16,376+319.5%

$13,909+394.0%

$13,400+412.7%

AURELIUS CAPITAL MANAGEMENT, LP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

AURELIUS CAPITAL MANAGEMENT, LP 401(K) PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion