Plan Snapshot
- Plan Sponsor: Ursa Group LLC
- Sponsor EIN: 264565274
- Sponsor Address: 2718 20TH STREET S, BIRMINGHAM, AL, 35209
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 224
- Total Assets: $524,044
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 224 | $524,044 | $0 | $0 |
| 2024 | 145 | $285,212 | $63,252 | $152,228 |
| 2023 | 129 | $162,927 | $49,982 | $85,811 |
| 2022 | 79 | $20,030 | $6,935 | $13,390 |
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 |
|---|---|---|---|---|
| METZ CPA PLLC | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 |
|---|---|---|---|---|---|
| 2025 | $151,331 | $2,521 | — | — | — |
| 2024 | $1,091 | $1,091 | — | — | — |
| 2023 | $8,712 | — | — | — | — |
| 2022 | $3 | — | — | — | — |