# Ursus INC 401(k) Plan
Source: https://planprovider.pro/companies/ursus-inc-plan

> Ursus INC's 401(k) plan: 252 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|

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