Back to filter
Original filing (PDF)20251001121926NAL0005916371001
AURORA RIDGE GROUP
Form 5500-SF
FILING_RECEIVED
AURORA RIDGE GROUP 401(K) PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
31
Plan assets (EOY)
$4.7M
Net assets (EOY)
$4.7M
Plan health score (directional)
84
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- Only 38% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for AURORA RIDGE GROUP.
Plan sponsor
Name
AURORA RIDGE GROUP
EIN
87-2322459
Address
2498 ANGLING ROAD · AURORA, NY · 13026
Phone
(315) 364-7069
Industry
Agriculture, Forestry, Fishing, Huntingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-01
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Agriculture, Forestry, Fishing, Hunting plans
SIEMERS HOLSTEINS
SIEMERS HOLSTEINS EMPLOYEE RETIREMENT PLAN
$4.7M · 66 participants
HY POINT DAIRY FARMS, INC.
HY POINT DAIRY FARMS, INC. 401(K) PLAN
$4.6M · 79 participants
MODERN DAIRY, INC.
MODERN DAIRY, INC. PROFIT SHARING 401K PLAN & TRUST
$4.3M · 42 participants
MINNESOTA DAIRY HERD IMPROVEMENT ASSOCIATION
MN DHIA RETIREMENT & 401(K) SAVINGS PLAN
$5.2M · 36 participants
CEDAR CREST DAIRY, INC.
CEDAR CREST DAIRY, INC. 401K RETIREMENT SAVINGS PLAN
$4.2M · 103 participants
N.W. FREIGHT & SALVAGE, INC.
N.W. FREIGHT & SALVAGE, INC. PENSION PLAN
$4.1M · 13 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B