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Original filing (PDF)20250924130453NAL0007584337001
OGURY INC.
Form 5500
FILING_RECEIVED
OGURY INC. 401(K) PS PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
105
Accounts w/ balance
167
Plan assets (EOY)
$9.2M
Net assets (EOY)
$9.2M
How this plan invests
This plan
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for OGURY INC..
Plan sponsor
Name
OGURY INC.
EIN
37-1826652
Address
75 BROAD STREET · SUITE 3000 · NEW YORK, NY · 10004
Phone
(646) 957-6066
Industry
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
2025-09-24
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)
Audit & trust (Schedule H)
Auditor
CARON & BLETZER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | 93-1253576 | — | NONE | $36K | — |
Investments
26 direct securities· $8.6M(94% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2050 Fund I " | — | — | — | $2.0M | 21.8% | |
| T. Rowe Price Retirement 2055 Fund I " | — | — | — | $1.7M | 18.5% | |
| Fidelity 500 Index Fund " | — | — | — | $1.4M | 15.1% | |
| T. Rowe Price Retirement 2045 Fund I " | — | — | — | $1.3M | 14.2% | |
| T. Rowe Price Retirement 2060 Fund I " | — | — | — | $867K | 9.5% | |
| T. Rowe Price Retirement 2040 Fund I " | — | — | — | $392K | 4.3% | |
| MassMutual Blue Chip Growth Fund " | — | — | — | $288K | 3.1% | |
| T. Rowe Price Retirement 2035 Fund I " | — | — | — | $94K | 1.0% | |
| JPMorgan U.S. Government Money Market Fund Capital Shares Mutual fund | — | — | — | $78K | 0.8% | |
| Fidelity International Index Fund " | — | — | — | $70K | 0.8% | |
| Fidelity Mid Cap Index Fund " | — | — | — | $69K | 0.8% | |
| Fidelity Small Cap Index Fund Instl Premium Class " | — | — | — | $63K | 0.7% | |
| Pioneer Y Fund " | — | — | — | $62K | 0.7% | |
| MFS Mid Cap Value R6 " | — | — | — | $61K | 0.7% | |
| T. Rowe Price Retirement 2030 Fund I " | — | — | — | $34K | 0.4% | |
| BlackRock Emerging Markets Institutional Fund " | — | — | — | $25K | 0.3% | |
| Undiscovered Managers Behavioral Value R6 " | — | — | — | $24K | 0.3% | |
| Putnam Large Cap Value Fund Class R6 " | — | — | — | $20K | 0.2% | |
| JPMorgan International Focus Fund R6 " | — | — | — | $13K | 0.1% | |
| American Century Small Cap Growth " | — | — | — | $11K | 0.1% | |
| T. Rowe Price Retirement 2025 Fund I " | — | — | — | $11K | 0.1% | |
| Federated Hermes Instl High Yield Bond Fund " | — | — | — | $10K | 0.1% | |
| Cohen & Steers Real Estate Securities Fund Class Z " | — | — | — | $10K | 0.1% | |
| Delaware Ivy Mid Cap Growth Fund " | — | — | — | $6K | <0.1% | |
| AB Bond Inflation Strategy Z Fund " | — | — | — | $3K | <0.1% | |
| John Hancock Bond Class R6 " | — | — | — | $1K | <0.1% |
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