Plan Ledger DOL Form 5500 · updated monthly

Urgent.Ly Inc.401(k)

URGENT.LY INC.-401K PLAN · VIENNA, VA · plan year 2024

Reported admin expense ratio · 2024
0.05%

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

Urgent.Ly Inc. reported $3,613 in plan administrative expenses for 2024: 0.05% of average plan assets, lower than ~75% of peers. Employer contributions averaged $3,560 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 2 years on file its reported administrative ratio fell from 0.11% to 0.05%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Virginia (1,637th of 2,266), and 1,364th of 2,677 in transportation & warehousing. In 2024, employees put in $2.11 for every $1.00 the employer contributed; active participation has shrunk from 224 to 163 since 2022.

Plan summary
Net assets, end of year$7,384,835
Participants with balances152
Active participants163
Employer contributions$580,359
Employee contributions$1,223,510
Employer contribution per active participant$3,560
Average account balance$48,584
Benefits paid to participants$1,379,969
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$7.4M · 152 accts · $580K emplr
2023$5.9M · 161 accts · $513K emplr
2022$3.5M · 168 accts · $627K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,613
Total administrative$3,613
The Urgent.Ly Inc. 401(k) match · 2024
Employer contribution per active participant$3,560
Median for plans this size$1,313
2024$3,560 per active participant
2023$2,398 per active participant
2022$2,800 per active participant

Urgent.Ly Inc.'s 2024 employer contribution ran above the $1,313 median for plans its size, placing it in the top quarter of its peers. 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20241
ADP, INC. · Loan processing · Recordkeeping$3,613

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

Recordkeeper by year2
2024ADP
2023ADP

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$3,613 · 0.05%
2023$3,500 · 0.07%
2022$3,430 · 0.11%
Same employer
Similar plansTransportation & Warehousing · Virginia
Interchange Group, Inc. VA$9.8M · 0.36%
Avmac, LLC VA$7.8M · 0.30%

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Source: U.S. Department of Labor, Form 5500 series, EIN 462848640 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.