How big is Ursillo, Teitz & Ritch, Ltd.'s plan?

Ursillo, Teitz & Ritch, Ltd.'s plan covered 9 participants for 2024.

Original filing (PDF)20250515122529NAL0044831826001

Ursillo, Teitz & Ritch, Ltd.

Name: Ursillo, Teitz & Ritch, Ltd. — Ursillo, Teitz &, Form 5500 (2024)
Creator: Ursillo, Teitz & Ritch, Ltd.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan

401(k) retirement plan · Ursillo, Teitz & Ritch, Ltd.'s Ursillo, Teitz & Ritch 401(k) Profit Sharing Plan covered 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

People on this filing

Elizabeth Garant signed Ursillo, Teitz & Ritch, Ltd.'s 2024 Form 5500 as plan administrator.

Elizabeth Garant — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Ursillo, Teitz & Ritch, Ltd.'s EIN is 05-0385068.

EIN 05-0385068

Plan number 001

Plan year 2024

ACK ID 20250515122529NAL0044831826001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ursillo, Teitz & Ritch, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ursillo, Teitz & Ritch, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for URSILLO, TEITZ & RITCH, LTD..

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How this plan invests

This plan

1 collective trust

Schedule D

Individual securities

on each trust's filing

This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

URSILLO, TEITZ & RITCH, LTD.

EIN

all filings

Address

2 WILLIAMS STREET · PROVIDENCE, RI · 02903

Phone

(401) 331-2222

Industry

Law Offices· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

No Schedule C providers reported

Investments

1 pooled fund· $969K

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.