Plan Snapshot
- Plan Sponsor: Urc, LLC
- Sponsor EIN: 042953702
- Sponsor Address: 44 INDUSTRIAL WAY, NORWOOD, MA, 02062
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $0 | $6,023 | $355,724 |
| 2023 | 501 | $24.3M | $10,181 | $566,624 |
| 2022 | 1,275 | $23.3M | $12,289 | $810,150 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| LION STREET ADVISORS LLC | ADVISOR | $84,978 | — | $84,978 |
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $31,044 | — | $31,044 |
| CARON & BLETZER, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LION STREET ADVISORS LLC — ADVISOR
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- CARON & BLETZER, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $116,022
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $69,617 | $42,489 | — | — | — |
| 2023 | $58,011 | $42,489 | — | — | — |
| 2022 | $90,074 | — | — | — | — |