Plan Snapshot
- Plan Sponsor: Ursus INC
- Sponsor EIN: 474157983
- Sponsor Address: 15105 CONCORD CIR, MORGAN HILL, CA, 95037
- Plan Type: 401(k)
- Total Participants: 252
- Total Assets: $3.7M
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 | 252 | $3.7M | $298,673 | $784,728 |
| 2023 | 115 | $2.9M | $296,253 | $754,241 |
| 2022 | 159 | $1.6M | $238,012 | $635,671 |
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 |
|---|---|---|---|---|
| COULTER & JUSTUS | 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 |
|---|---|---|---|---|---|
| 2024 | $728,234 | — | $26,693 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | $18,581 | — | $18,581 | — | — |