Original filing (PDF)20250515122529NAL0044831826001

URSILLO, TEITZ & RITCH, LTD.

Name: URSILLO, TEITZ & RITCH, LTD. — URSILLO, TEITZ & RITCH 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: URSILLO, TEITZ & RITCH, LTD.

Form 5500

FILING_RECEIVED

URSILLO, TEITZ & RITCH 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

—

Net assets (EOY)

—

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).

Decision-maker contacts

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

Plan sponsor

Name

URSILLO, TEITZ & RITCH, LTD.

EIN

05-0385068

Address

2 WILLIAMS STREET · PROVIDENCE, RI · 02903

Phone

(401) 331-2222

Industry

Law Offices· Professional & Technical Servicessee all

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.

			% of plan
FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026	Common Collective Trust	$969K	100.0%

1–1 of 1

Related plans

Similar-size Law Offices plans

BRAY & LONG, PLLC

BRAY & LONG, PLLC 401(K) PLAN

JUSTICE & PATRICK, P.A.

JUSTICE & PATRICK, P.A. 401(K) PLAN

LAW OFFICES OF JAMES W. MURPHY

JAMES W. MURPHY 401(K) PLAN

TRANSGENDER LEGAL DEFENSE & EDUCATION FUND, INC.

TRANSGENDER LEGAL DEFENSE & EDUCATION FUND, INC. 401(K) PLAN

LAW OFFICES OF MARC NEEDELMAN

LAW OFFICES OF MARC NEEDELMAN PROFIT SHARING TRUST