Ursa Group LLC401(k)
URSA GROUP LLC 401(K) PLAN · BIRMINGHAM, AL · plan year 2025
Peer grade: B+ · admin costs + employer contributions vs same-size plans · how grading works
Ursa Group LLC reported $2,521 in plan administrative expenses for 2025: 0.62% of average plan assets, lower than ~75% of peers. Employer contributions averaged $449 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 1 year on file its reported administrative ratio rose from 0.49% to 0.62%. The plan sits in the under $1M size bracket, benchmarked here against 55 comparable plans and shown alongside other transportation & warehousing employers. By assets it is among the smaller plans on file in Alabama (879th of 902), and 2,420th of 2,677 in transportation & warehousing. In 2025, employees put in $2.23 for every $1.00 the employer contributed.
Ursa Group LLC's 2025 employer contribution ran below the $472 median for plans its size. 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.
Annual cost at the plan's reported 2025 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
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Source: U.S. Department of Labor, Form 5500 series, EIN 264565274 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.