Plan Ledger DOL Form 5500 · updated monthly

Ursa Major Technologies, Inc401(k)

URSA MAJOR TECHNOLOGIES 401(K) PLAN · BERTHOUD, CO · plan year 2024

Reported admin expense ratio · 2024
0.11%

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

Ursa Major Technologies, Inc reported $11,199 in plan administrative expenses for 2024: 0.11% of average plan assets, lower than ~75% of peers. Employer contributions averaged $0 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 rose from 0.08% to 0.11%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other manufacturing employers. By assets it is among the smaller plans on file in Colorado (742nd of 1,461), and 8,292nd of 13,661 in manufacturing. active participation has shrunk from 269 to 240 since 2022.

Plan summary
Net assets, end of year$11,198,330
Participants with balances322
Active participants240
Employer contributions$0
Employee contributions$2,365,201
Employer contribution per active participant$0
Average account balance$34,777
Benefits paid to participants$1,466,843
Plan auditUnmodified (clean) audit opinion
AuditorBDG CPAS
Plan history3
Yearassets · accounts · employer contribution
2024$11.2M · 322 accts
2023$8.4M · 289 accts · $10K emplr
2022$5.1M · 281 accts
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$3,608
Investment management$7,591
Total administrative$11,199
The Ursa Major Technologies, Inc 401(k) match · 2024
Employer contribution per active participant$0
Median for plans this size$1,313

Ursa Major Technologies, Inc's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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
GUIDELINE, INC. · Plan administrator · Recordkeeping$10,130
BENEFIT TRUST COMPANY · Custodial · Custodial (securities)indirect comp

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

Recordkeeper by year2
2024Guideline
2023Guideline

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

Administrative cost history3
2024$11,199 · 0.11%
2023$6,939 · 0.10%
2022$3,541 · 0.08%
Same employer
Similar plansManufacturing · Colorado
Ellab, Inc. CO$12.7M · 0.96%
Lewis Bolt & Nut Company CO$12.0M · 0.41%
Hutchison, Inc. CO$11.2M · 0.04%
Horizon AG Products, LP CO$10.8M · 0.67%
Sage V Foods, LLC CO$10.2M · 0.55%

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Source: U.S. Department of Labor, Form 5500 series, EIN 301009788 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.