Plan Ledger DOL Form 5500 · updated monthly

Aurora Casket Company, LLC401(k)

AURORA CASKET COMPANY, LLC UNION EMPLOYEES 401(K) PLAN · AURURA, IN · plan year 2022

Reported admin expense ratio · 2022
0.07%

Peer grade: B · admin costs + employer contributions vs same-size plans · how grading works

Aurora Casket Company, LLC reported $8,743 in plan administrative expenses for 2022: 0.07% of average plan assets, lower than ~75% of peers. Employer contributions averaged $648 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio rose from 0.07% to 0.09%. The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Indiana (879th of 1,562), and 8,593rd of 13,661 in manufacturing. In 2022, employees put in $2.50 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$10,422,637
Participants with balances142
Active participants210
Employer contributions$136,163
Employee contributions$340,051
Employer contribution per active participant$648
Average account balance$73,399
Benefits paid to participants$1,322,478
Plan auditUnmodified (clean) audit opinion
AuditorGOFF BACKA ALFERA & CO LLC
Plan history3
Yearassets · accounts · employer contribution
2024$10.1M · 124 accts · $103K emplr
2023$9.8M · 130 accts · $111K emplr
2022$10.4M · 142 accts · $136K emplr
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$8,268
Investment management$475
Total administrative$8,743
The Aurora Casket Company, LLC 401(k) match · 2022
Employer contribution per active participant$648
Median for plans this size$2,266
2024$612 per active participant
2023$601 per active participant
2022$648 per active participant

Aurora Casket Company, LLC's 2022 employer contribution ran below the $2,266 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Recordkeeper by year2
2024Empower
2023Empower

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Administrative cost history3
2024$9,271 · 0.09%
2023$9,503 · 0.09%
2022$8,743 · 0.07%
Similar plansManufacturing · Indiana
Pdq Workholding, LLC IN$10.8M · 0.15%
Ottenweller Company, Inc. IN$10.7M · 0.49%
Thomas & Skinner, Inc. IN$10.7M · 0.25%
Gunite Corporation IN$10.7M · 0.47%
Angola Wire Products, Inc. IN$10.0M · 0.35%

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Source: U.S. Department of Labor, Form 5500 series, EIN 455253133 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.