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Original filing (PDF)20251002125717NAL0001300754001
AURIA SOLUTIONS USA, INC.
Form 5500
FILING_RECEIVED
AURIA SOLUTIONS USA, INC. RETIREMENT SAVINGS PROGRAM
401(k) retirement plan
Active participants
356
Accounts w/ balance
484
Plan assets (EOY)
$86.5M
Net assets (EOY)
$86.5M
How this plan invests
This plan
29 pooled trusts
Schedule D
34 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 AURIA SOLUTIONS USA, INC..
Plan sponsor
Name
AURIA SOLUTIONS USA, INC.
EIN
82-1869477
Address
26555 EVERGREEN ROAD · SUITE 1800 · SOUTHFIELD, MI · 48076
Phone
(248) 728-8000
Industry
Manufacturingsee 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
2025-10-02
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
PLANTE & MORAN, PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $43K | — |
Advisor / Consultant
3| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MMA SECURITIES LLC | 22-3570392 | — | CONSULTANT | $36K | — |
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $36K | — |
| PLANTE & MORAN, PLLC | 38-1357951 | — | CONSULTANT | $11K | — |
Investments
33 direct securities · 29 pooled funds· $126.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Uncategorized
$77.7M
33 holdings
Common Collective Trust
$48.3M
29 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Management Trust Company Fidelity 500 Index Fund | — | — | — | $14.5M | 16.7% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2025 | — | — | — | $8.9M | 10.3% | |
| TRP RETIRE 2025 G T. ROWE PRICE TRUST COMPANY · EIN 36-7594874 / PN 001 | Common Collective Trust | — | — | $8.9M | 10.3% | |
| LARGE CAP GRTH II R1 GREAT GRAY TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $8.6M | 10.0% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2030 | — | — | — | $6.8M | 7.9% | |
| TRP RETIRE 2030 G T. ROWE PRICE TRUST COMPANY · EIN 35-2425740 / PN 001 | Common Collective Trust | — | — | $6.8M | 7.9% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2035 | — | — | — | $5.2M | 6.0% | |
| TRP RETIRE 2035 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 003 | Common Collective Trust | — | — | $5.2M | 6.0% | |
| Great Gray Trust Company, LLC Large Cap Value Fund Class R1 | — | — | — | $4.9M | 5.6% | |
| PUTN LARGE CP VAL R1 GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $4.9M | 5.6% | |
| Fidelity Management Trust Company Fidelity Total Bond Fund | — | — | — | $4.8M | 5.5% | |
| Capital Group American Funds Europacific Growth | — | — | — | $3.6M | 4.2% | |
| The Vanguard Group, Inc. Vanguard Small Cap Index | — | — | — | $2.7M | 3.1% | |
| Vanguard Fiduciary Trust Company Vanguard Retirement Savings Trust IV | — | — | — | $2.7M | 3.1% | |
| VANG RET SAV TR IV VANGUARD FIDUCIARY TRUST COMPANY · EIN 61-6451184 / PN 025 | Common Collective Trust | — | — | $2.7M | 3.1% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2045 | — | — | — | $2.6M | 3.0% | |
| TRP RETIRE 2045 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $2.6M | 3.0% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2040 | — | — | — | $1.9M | 2.2% | |
| TRP RETIRE 2040 G T. ROWE PRICE TRUST COMPANY · EIN 47-1088316 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.2% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2055 | — | — | — | $1.9M | 2.2% | |
| TRP RETIRE 2055 G T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $1.9M | 2.2% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2050 | — | — | — | $1.8M | 2.0% | |
| TRP RETIRE 2050 G T. ROWE PRICE TRUST COMPANY · EIN 30-6539250 / PN 001 | Common Collective Trust | — | — | $1.8M | 2.0% | |
| Dodge & Cox Dodge & Cox International Stock | — | — | — | $1.8M | 2.0% | |
| Fidelity Management Trust Company Fidelity Advisor Small Cap Growth | — | — | — | $1.7M | 2.0% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2020 | — | — | — | $1.3M | 1.5% | |
| TRP RETIRE 2020 G T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 006 | Common Collective Trust | — | — | $1.3M | 1.5% | |
| The Vanguard Group, Inc. Vanguard Total Bond Market Index | — | — | — | $1.2M | 1.4% | |
| American Beacon Advisors, Inc. American Beacon Stephens Mid-Cap Growth | — | — | — | $1.2M | 1.4% | |
| JPMorgan Asset Management Undiscovered Managers Behavioral Value Fund | — | — | — | $978K | 1.1% | |
| Fidelity Management Trust Company Fidelity Emerging Markets Fund | — | — | — | $974K | 1.1% | |
| The Vanguard Group, Inc. Vanguard Mid Cap Index | — | — | — | $854K | 1.0% | |
| The Vanguard Group, Inc. Vanguard Real Estate Index | — | — | — | $825K | 1.0% | |
| John Hancock Investment Management, LLC John Hancock Disciplined Value Mid Cap | — | — | — | $808K | 0.9% | |
| The Vanguard Group, Inc. Vanguard Inflation-Protected Securities | — | — | — | $753K | 0.9% | |
| Participants Participant notes receivable bearing interest at a rate of 4.25 to 9.50 percent - | — | — | — | $710K | 0.8% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2065 | — | — | — | $566K | 0.7% | |
| TRP RETIRE 2065 G T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $566K | 0.7% | |
| Fidelity Management Trust Company Fidelity Total International Index | — | — | — | $547K | 0.6% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2060 | — | — | — | $459K | 0.5% | |
| TRP RETIRE 2060 G T. ROWE PRICE TRUST COMPANY · EIN 52-6559833 / PN 002 | Common Collective Trust | — | — | $459K | 0.5% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2015 | — | — | — | $279K | 0.3% | |
| TRP RETIRE 2015 G T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $279K | 0.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2010 | — | — | — | $232K | 0.3% | |
| TRP RETIRE 2010 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 009 | Common Collective Trust | — | — | $232K | 0.3% | |
| T. Rowe Price Trust Company T. Rowe Price Retirement - 2005 | — | — | — | $145K | 0.2% | |
| TRP RETIRE 2005 G T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 014 | Common Collective Trust | — | — | $145K | 0.2% | |
| JPMorgan Asset Management JPMorgan Global Bond Opportunities Fund | — | — | — | $73K | <0.1% | |
| The Vanguard Group, Inc. Money market fund - Vanguard Cash Reserves Federal Money Market | — | — | — | $57K | <0.1% | |
| TRP RETIRE 2045 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199848 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2065 A T. ROWE PRICE TRUST COMPANY · EIN 85-1763138 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2015 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941654 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2005 A T. ROWE PRICE TRUST COMPANY · EIN 61-6434302 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2035 A T. ROWE PRICE TRUST COMPANY · EIN 36-7595013 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2040 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941729 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2025 A T. ROWE PRICE TRUST COMPANY · EIN 37-6495447 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2010 A T. ROWE PRICE TRUST COMPANY · EIN 32-6199795 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2020 A T. ROWE PRICE TRUST COMPANY · EIN 36-7594871 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2050 A T. ROWE PRICE TRUST COMPANY · EIN 30-6303214 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2060 A T. ROWE PRICE TRUST COMPANY · EIN 35-6785642 / PN 018 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2030 A T. ROWE PRICE TRUST COMPANY · EIN 38-7010946 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% | |
| TRP RETIRE 2055 A T. ROWE PRICE TRUST COMPANY · EIN 35-6941728 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |