Plan Ledger DOL Form 5500 · updated monthly

Aurorium Holdings LLC401(k)

VERTELLUS 401(K) DEFERRED SAVINGS PLAN · INDIANAPOLIS, IN · plan year 2023

Reported admin expense ratio · 2023
0.14%

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

Aurorium Holdings LLC reported $136,544 in plan administrative expenses for 2023: 0.14% of average plan assets, above the peer median. Employer contributions averaged $6,320 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 3 years on file its reported administrative ratio has held roughly steady near 0.138%. The plan sits in the $50M–$250M size bracket, benchmarked here against 9,317 comparable plans and shown alongside other manufacturing employers. By assets it is the 156th-largest of 1,562 plans among Indiana employers on file, and the 1,949th of 13,661 in manufacturing. In 2023, employees put in $1.71 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$97,593,638
Participants with balances827
Active participants512
Employer contributions$3,235,837
Employee contributions$5,527,204
Employer contribution per active participant$6,320
Average account balance$118,009
Benefits paid to participants$26,784,754
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$96.4M · 786 accts · $2.6M emplr
2023$97.6M · 827 accts · $3.2M emplr
2022$96.1M · 799 accts · $3.1M emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$53,478
Investment management$83,066
Total administrative$136,544
The Aurorium Holdings LLC 401(k) match · 2023
Employer contribution per active participant$6,320
Median for plans this size$3,659
2024$5,386 per active participant
2023$6,320 per active participant
2022$5,500 per active participant

Aurorium Holdings LLC's 2023 employer contribution ran above the $3,659 median for plans its size. 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20233
GLOBAL RETIREMENT PARTNERS LLC · Investment advisory (plan)$60,000
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$53,478
STRATEGIC ADVISORS, INC. · Investment advisory (plan)$23,066

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Administrative cost history3
2024$133,606 · 0.14%
2023$136,544 · 0.14%
2022$147,366 · 0.14%
Similar plansManufacturing · Indiana
Weg Electric Corp. IN$109.6M · 0.21%
Perfection Bakeries, Inc. IN$106.2M · 0.23%
Dorel U.S.A., Inc. IN$88.9M · 0.25%
Jayco, Inc. IN$87.3M · 0.06%

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Source: U.S. Department of Labor, Form 5500 series, EIN 813767219 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.