How big is URSA Minor Ventures LLC's plan?

URSA Minor Ventures LLC's plan reported $54K in assets and 3 participants for 2024.

Original filing (PDF)20251010115003NAL0007651281001

URSA Minor Ventures LLC

Name: URSA Minor Ventures LLC — URSA Minor Ventures LLC, Form 5500 (2024)
Creator: URSA Minor Ventures LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

URSA Minor Ventures LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · URSA Minor Ventures LLC's URSA Minor Ventures LLC 401(k) Profit Sharing Plan & Trust held $54K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

People on this filing

John GISH signed URSA Minor Ventures LLC's 2024 Form 5500 as plan administrator.

John GISH — 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

URSA Minor Ventures LLC's EIN is 11-3745417.

EIN 11-3745417

Plan number 001

Plan year 2024

ACK ID 20251010115003NAL0007651281001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for URSA Minor Ventures LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

URSA Minor Ventures LLC'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 URSA MINOR VENTURES LLC.

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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 (92nd percentile).

Plan sponsor

Name

URSA MINOR VENTURES LLC

EIN

all filings

Address

14997 SW TUALATIN SHERWOOD RD #103 · SHERWOOD, OR · 97140

Phone

(619) 424-9030

Industry

Accommodation & Food Services

Plan administrator