Plan Ledger DOL Form 5500 · updated monthly

Urgo Medical North America LLC401(k)

URGO MEDICAL NORTH AMERICA LLC RETIREMENT PLAN · FORT WORTH, TX · plan year 2024

Reported admin expense ratio · 2024
0.19%

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

Urgo Medical North America LLC reported $19,938 in plan administrative expenses for 2024: 0.19% of average plan assets, below the peer median. Employer contributions averaged $5,134 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.

The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other professional & technical services employers. By assets it is the 2,775th-largest of 5,688 plans among Texas employers on file, and 7,368th of 11,654 in professional & technical services. In 2024, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$12,085,487
Participants with balances145
Active participants137
Employer contributions$703,378
Employee contributions$1,876,123
Employer contribution per active participant$5,134
Average account balance$83,348
Benefits paid to participants$395,862
Plan auditUnmodified (clean) audit opinion
AuditorTURNER, STONE & COMPANY, LLP
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,026
Investment management$5,912
Total administrative$19,938
The Urgo Medical North America LLC 401(k) match · 2024
Employer contribution per active participant$5,134
Median for plans this size$2,416

Urgo Medical North America LLC's 2024 employer contribution ran above the $2,416 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 · 20242
WORLD INVESTMENT ADVISORS LLC · Investment advisory (plan)$5,762
FIDELITY INVESTMENTS INSTITUTIONAL · Loan processing$1,856

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

Administrative cost history1
2024$19,938 · 0.19%
Same employer
Similar plansProfessional & Technical Services · Texas
Vira Insight, LLC TX$12.2M · 0.58%
Aspire Mro, LLC TX$12.2M · 0.52%
Benefits Assurance, LLC TX$12.0M · 0.11%
Mtx Group, Inc. TX$12.0M · 0.29%
24 HR Safety LLC TX$12.0M · 0.32%

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Source: U.S. Department of Labor, Form 5500 series, EIN 273421742 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.