Plan Ledger DOL Form 5500 · updated monthly

Ursus Inc401(k)

URSUS INC 401K AND PROFIT SHARING PLAN · MORGAN HILL, CA · plan year 2022

Reported admin expense ratio · 2022
1.34%

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

Ursus Inc reported $18,581 in plan administrative expenses for 2022: 1.34% of average plan assets, higher than ~90% of peers. Employer contributions averaged $1,497 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 $1M–$10M size bracket, benchmarked here against 30,021 comparable plans and shown alongside other administrative & support services employers. By assets it is among the smaller plans on file in California (8,511th of 9,483), and 2,037th of 2,534 in administrative & support services. In 2022, employees put in $2.67 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$1,563,683
Participants with balances97
Active participants159
Employer contributions$238,012
Employee contributions$635,671
Employer contribution per active participant$1,497
Average account balance$16,120
Benefits paid to participants$297,480
Plan auditUnmodified (clean) audit opinion
Administrative expenses, itemized · 2022
Recordkeeping & contract admin$18,581
Total administrative$18,581
The Ursus Inc 401(k) match · 2022
Employer contribution per active participant$1,497
Median for plans this size$1,114

Ursus Inc's 2022 employer contribution ran above the $1,114 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.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$18,581 · 1.34%
Same employer
Similar plansAdministrative & Support Services · California
Elevated Resources Inc CA$1.8M · 0.72%
Advantmed, LLC CA$1.7M · 0.55%
One Silver Serve, Inc. CA$1.5M · 1.24%
American Beef Packers Inc CA$1.5M · 0.84%
Homeguard, Incorporated CA$1.4M · 2.33%

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Source: U.S. Department of Labor, Form 5500 series, EIN 474157983 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.