Plans listing this provider
16
0.03% of the 56,420 plans with Schedule H financials; 14 in 2023
Providers › Aurora Private Wealth Inc
Aurora Private Wealth Inc
- Service provider, as named on Schedule C
- EIN 474814591
- Plan year 2024
- Direct compensation reported $342,860
Assets of those plans
$416,095,467
0.01% of all Schedule H plan assets
Plans where it is the recordkeeper
0
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$342,860
50% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 27 | Investment advisory (plan) | 16 |
| 99 | Other fees | 7 |
| 50 | Direct payment from the plan | 1 |
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Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.