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Original filing (PDF)20251009131211NAL0011016112001
ADURO ADVISORS, LLC
Form 5500
FILING_RECEIVED
ADURO ADVISORS, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
323
Accounts w/ balance
406
Plan assets (EOY)
$20.3M
Net assets (EOY)
$20.3M
How this plan invests
This plan
31 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 ADURO ADVISORS, LLC.
Plan sponsor
Name
ADURO ADVISORS, LLC
EIN
45-5060623
Address
2420 17TH STREET · SUITE 240 · DENVER, CO · 80202
Phone
(650) 283-2679
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
2025-10-09
Pension benefit codes
2A · Age/service weighted or new comparability
2S · Automatic enrollment
2E · Profit-sharing
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN & CO., LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsOther
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | NONE | $43K | — |
Investments
31 direct securities· $20.1M(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2060 Fund Vanguard 0 | — | — | — | $2.2M | 11.1% | |
| Vanguard Target Retirement 2050 Fund Vanguard 0 | — | — | — | $2.1M | 10.2% | |
| Vanguard Growth Index Adm Vanguard 0 | — | — | — | $1.8M | 8.9% | |
| Vanguard Target Retirement 2055 Fund Vanguard 0 | — | — | — | $1.8M | 8.8% | |
| Vanguard Federal Money Market Inv Vanguard 0 | — | — | — | $1.8M | 8.7% | |
| Vanguard Target Retirement 2045 Fund Vanguard 0 | — | — | — | $1.5M | 7.2% | |
| Vanguard 500 Index Adm Vanguard 0 | — | — | — | $1.4M | 7.1% | |
| Vanguard Total Stock Market Index Adm Vanguard 0 | — | — | — | $1.2M | 6.1% | |
| Vanguard Target Retirement 2035 Fund Vanguard 0 | — | — | — | $1.2M | 5.9% | |
| Vanguard Target Retirement 2040 Fund Vanguard 0 | — | — | — | $1.1M | 5.3% | |
| Vanguard Target Retirement 2065 Fund Vanguard 0 | — | — | — | $824K | 4.1% | |
| Carillon Eagle Mid Cap Growth R6 Carillon 0 | — | — | — | $475K | 2.3% | |
| Vanguard Value Index Adm Vanguard 0 | — | — | — | $428K | 2.1% | |
| Vanguard Developed Mkts Index Adm Vanguard 0 | — | — | — | $416K | 2.0% | |
| Vanguard Target Retirement 2025 Fund Vanguard 0 | — | — | — | $327K | 1.6% | |
| Neuberger Berman Small Cap Growth R6 Neuberger Berman 0 | — | — | — | $249K | 1.2% | |
| (CL)Victory Sycamore Established Val R6 Victory 0 | — | — | — | $239K | 1.2% | |
| DFA U.S. Targeted Value Portfolio I DFA 0 | — | — | — | $235K | 1.2% | |
| Vanguard Mid Cap Index Adm Vanguard 0 | — | — | — | $166K | 0.8% | |
| American Funds New World R6 American Funds 0 | — | — | — | $148K | 0.7% | |
| Various Rates and Maturities Participant's Loan Account 0 | — | — | — | $145K | 0.7% | |
| Victory Core Plus Interm Bond R6 Victory 0 | — | — | — | $108K | 0.5% | |
| Vanguard Small-Cap Index Adm Vanguard 0 | — | — | — | $93K | 0.5% | |
| Vanguard Target Retirement 2030 Fund Vanguard 0 | — | — | — | $45K | 0.2% | |
| Vanguard Target Retirement Income Fund Vanguard 0 | — | — | — | $41K | 0.2% | |
| MFS International Growth R6 MFS 0 | — | — | — | $33K | 0.2% | |
| PIMCO Income Instl PIMCO 0 | — | — | — | $24K | 0.1% | |
| DFA Inflation-Protected Sec Port I DFA 0 | — | — | — | $14K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Vanguard 0 | — | — | — | $13K | <0.1% | |
| Cohen & Steers Real Estate Secs Z Cohen & Steers 0 | — | — | — | $5K | <0.1% | |
| Principal Real Estate Securities R6 Principal 0 | — | — | — | $2K | <0.1% |
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