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Original filing (PDF)20251014114706NAL0002800145001
AURORIUM HOLDINGS LLC
Form 5500
FILING_RECEIVED
AURORIUM 401(K) DEFERRED SAVINGS PLAN
401(k) retirement plan
Active participants
478
Accounts w/ balance
786
Plan assets (EOY)
$96.4M
Net assets (EOY)
$96.4M
How this plan invests
This plan
24 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AURORIUM HOLDINGS LLC.
Plan sponsor
Name
AURORIUM HOLDINGS LLC
EIN
81-3767219
Address
201 N. ILLINOIS STREET, STE. 1800 · INDIANAPOLIS, IN · 46204
Phone
(317) 248-6518
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
006
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
DEAN DORTON ALLEN FORD PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $49K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $60K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $24K | — |
Investments
24 direct securities· $95.4M(99% of reported assets)
Uncategorized
$77.9M
23 holdings
Mutual Funds
$17.5M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| s * Fidelity Investments 500 Index | Mutual Funds | — | — | $17.5M | 18.2% | |
| JP Morgan Large Cap Growth R6 | — | — | — | $8.5M | 8.8% | |
| Fidelity Investments Freedom Index 2030 PRM | — | — | — | $7.9M | 8.2% | |
| Money Market Fund * Fidelity Investments Government Money Market Fund | — | — | — | $7.5M | 7.8% | |
| Vanguard Mid Cap Index Inst | — | — | — | $6.6M | 6.8% | |
| Fidelity Investments Freedom Index 2045 PRM | — | — | — | $4.8M | 4.9% | |
| Fidelity Investments Freedom Index 2040 PRM | — | — | — | $4.4M | 4.6% | |
| Fidelity Investments Freedom Index 2050 PRM | — | — | — | $4.4M | 4.6% | |
| American Funds Bond Fund of Amer R6 | — | — | — | $4.1M | 4.2% | |
| Fidelity Investments Freedom Index 2035 PRM | — | — | — | $3.9M | 4.0% | |
| JP Morgan International Equity R6 | — | — | — | $3.8M | 3.9% | |
| Fidelity Investments Freedom Index 2025 PRM | — | — | — | $3.8M | 3.9% | |
| Fidelity Investments Freedom Index 2055 PRM | — | — | — | $3.7M | 3.9% | |
| Fidelity Investments Small Cap Index | — | — | — | $3.3M | 3.4% | |
| JP Morgan Equity Income R6 | — | — | — | $2.4M | 2.5% | |
| Fidelity Investments Freedom Index 2020 PRM | — | — | — | $2.1M | 2.2% | |
| Fidelity Investments Freedom Index 2060 PRM | — | — | — | $2.0M | 2.1% | |
| Participant Loans (Notes Receivable from Participants) 4.25% - 9.50% - | — | — | — | $1.3M | 1.3% | |
| Fidelity Investments Freedom INC PRM | — | — | — | $986K | 1.0% | |
| Fidelity Investments Freedom Index 2065 PRM | — | — | — | $840K | 0.9% | |
| Vanguard High Yield Corp ADM | — | — | — | $739K | 0.8% | |
| Fidelity Investments Emerging Markets Index | — | — | — | $610K | 0.6% | |
| Fidelity Investments Freedom Index 2015 PRM | — | — | — | $281K | 0.3% | |
| Fidelity Investments Freedom Index 2010 PRM | — | — | — | $32K | <0.1% |
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