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Original filing (PDF)20251013162406NAL0000828899001
ARORA ENGINEERS, LLC
Form 5500
FILING_RECEIVED
ARORA ENGINEERS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
25% in single holding
Active participants
168
Accounts w/ balance
259
Plan assets (EOY)
$22.4M
Net assets (EOY)
$22.4M
How this plan invests
This plan
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
97
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
87
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Registered Investment Companies * Vanguard Vanguard 500 Index Adm" is 25% of plan.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ARORA ENGINEERS, LLC.
Plan sponsor
Name
ARORA ENGINEERS, LLC
EIN
23-2430920
Address
61 WILMINGTON - W CHESTER PIKE · SUITE 100 · CHADDS FORD, PA · 193179024
Phone
(610) 459-7900
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
RKL LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $22K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATHMERE CAPITAL MANAGEMENT | 81-1449683 | — | INVESTMENT ADVISOR | $49K | — |
Investments
32 direct securities· $22.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Registered Investment Companies * Vanguard 500 Index Adm | — | — | — | $5.7M | 25.4% | |
| Vanguard Target Retirement 2030 Fund | — | — | — | $2.5M | 11.2% | |
| Vanguard Target Retirement 2025 Fund | — | — | — | $1.6M | 7.1% | |
| Vanguard Mid Cap Index Adm | — | — | — | $1.4M | 6.2% | |
| Vanguard Target Retirement 2035 Fund | — | — | — | $1.3M | 5.9% | |
| JP Morgan JPMorgan Large Cap Growth R6 | — | — | — | $1.2M | 5.4% | |
| Vanguard Target Retirement 2060 Fund | — | — | — | $1.0M | 4.5% | |
| Money Market Fund * Vanguard Federal Money Market Inv | — | — | — | $774K | 3.5% | |
| Vanguard Small-Cap Index Adm | — | — | — | $690K | 3.1% | |
| Vanguard Target Retirement 2050 Fund | — | — | — | $639K | 2.9% | |
| Vanguard Target Retirement 2045 Fund | — | — | — | $584K | 2.6% | |
| Dodge & Cox Dodge & Cox Stock Fund I | — | — | — | $563K | 2.5% | |
| Vanguard Target Retirement 2040 Fund | — | — | — | $480K | 2.1% | |
| Dimensional Fund Advisors DFA U.S. Targeted Value Portfolio I | — | — | — | $472K | 2.1% | |
| Vanguard Target Retirement 2055 Fund | — | — | — | $434K | 1.9% | |
| Vanguard Total Intl Stock Index Adm | — | — | — | $367K | 1.6% | |
| Vanguard Target Retirement 2020 Fund | — | — | — | $348K | 1.6% | |
| Vanguard Total Bond Market Index Adm | — | — | — | $336K | 1.5% | |
| Vanguard Growth Index Adm | — | — | — | $320K | 1.4% | |
| American Funds American Funds EuroPacific Gr R6 | — | — | — | $275K | 1.2% | |
| Participant Loans 4.25% to 9.50% | — | — | — | $223K | 1.0% | |
| Vanguard Total Stock Market Index Adm | — | — | — | $205K | 0.9% | |
| JP Morgan JPMorgan Core Plus Bond R6 | — | — | — | $184K | 0.8% | |
| Vanguard Emerging Mkts Stock Idx Adm | — | — | — | $163K | 0.7% | |
| Vanguard Target Retirement Income Fund | — | — | — | $142K | 0.6% | |
| Vanguard Real Estate Index Adm | — | — | — | $91K | 0.4% | |
| Vanguard Target Retirement 2065 Fund | — | — | — | $88K | 0.4% | |
| Victory Capital Management Victory Sophus Emerging Markets R6 | — | — | — | $72K | 0.3% | |
| Vanguard Inflation-Protected Sec Adm | — | — | — | $50K | 0.2% | |
| Vanguard Value Index Adm | — | — | — | $49K | 0.2% | |
| Vanguard Balanced Index Adm | — | — | — | $35K | 0.2% | |
| Vanguard Total Intl Bond Index Adm | — | — | — | $26K | 0.1% |
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