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Original filing (PDF)20251013113102NAL0000539267001
BOECORE, LLC DBA AURIA
Form 5500
FILING_RECEIVED
AURIA.SPACE, LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
354
Accounts w/ balance
488
Plan assets (EOY)
$44.6M
Net assets (EOY)
$44.6M
How this plan invests
This plan
34 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 60% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOECORE, LLC DBA AURIA.
Plan sponsor
Name
BOECORE, LLC DBA AURIA
EIN
84-1590236
Address
1755 TELSTAR DRIVE, SUITE 400 · COLORADO SPRINGS, CO · 80920
Phone
(719) 540-5635
Industry
Engineering Services· Professional & Technical Servicessee all
Plan administrator
Name
PENTEGRA SERVICES, INC.
EIN
13-3745616
City
WHITE PLAINS, NY
Phone
(844) 367-2848
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
2A · Age/service weighted or new comparability
Audit & trust (Schedule H)
Auditor
STOCKMAN KAST RYAN & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO. OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $66K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREIGHTON RETIREMENT PARTNERS | — | DENVER, CO | INVESTMENT ADVISOR | $90K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MANAGEMENT | $28K | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PENTEGRA SERVICES, INC. | — | WHITE PLAINS, NY | CONTRACT ADMIN | $24K | — |
Investments
34 direct securities· $44.6M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard | — | — | — | $6.8M | 15.1% | |
| Massachusetts Financial Services Co. | — | — | — | $3.0M | 6.7% | |
| Massachusetts Financial Services Co. | — | — | — | $2.8M | 6.3% | |
| Massachusetts Financial Services Co. | — | — | — | $2.5M | 5.5% | |
| Massachusetts Financial Services Co. | — | — | — | $2.4M | 5.5% | |
| BlackRock | — | — | — | $2.3M | 5.0% | |
| Vanguard | — | — | — | $2.2M | 5.0% | |
| Massachusetts Financial Services Co. | — | — | — | $2.1M | 4.6% | |
| JPMorgan | — | — | — | $1.8M | 4.0% | |
| American Funds | — | — | — | $1.7M | 3.9% | |
| Columbia | — | — | — | $1.7M | 3.8% | |
| Massachusetts Financial Services Co. | — | — | — | $1.6M | 3.6% | |
| Fidelity Investments | — | — | — | $1.6M | 3.6% | |
| Allspring | — | — | — | $1.6M | 3.6% | |
| Columbia | — | — | — | $1.4M | 3.1% | |
| Fidelity Investments | — | — | — | $1.3M | 3.0% | |
| Massachusetts Financial Services Co. | — | — | — | $1.2M | 2.8% | |
| Massachusetts Financial Services Co. | — | — | — | $1.1M | 2.5% | |
| Federated | — | — | — | $728K | 1.6% | |
| Empower Annuity Insurance Company | — | — | — | $726K | 1.6% | |
| American Funds | — | — | — | $677K | 1.5% | |
| Massachusetts Financial Services Co. | — | — | — | $403K | 0.9% | |
| T. Rowe Price | — | — | — | $366K | 0.8% | |
| American Funds | — | — | — | $364K | 0.8% | |
| JPMorgan | — | — | — | $349K | 0.8% | |
| Janus | — | — | — | $334K | 0.7% | |
| Massachusetts Financial Services Co. | — | — | — | $292K | 0.7% | |
| Fidelity Investments | — | — | — | $236K | 0.5% | |
| Cohen & Steers | — | — | — | $211K | 0.5% | |
| JPMorgan | — | — | — | $205K | 0.5% | |
| Franklin Templeton Investments | — | — | — | $181K | 0.4% | |
| Goldman Sachs | — | — | — | $174K | 0.4% | |
| Notes receivable from participants | — | — | — | $139K | 0.3% | |
| JPMorgan | — | — | — | $115K | 0.3% |