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Original filing (PDF)20251015144026NAL0004863201001
URSA GROUP LLC
Form 5500
FILING_RECEIVED
URSA GROUP LLC 401(K) PLAN
401(k) retirement plan
Signals · 2
46% in single holdingNo recordkeeper disclosed
Active participants
145
Accounts w/ balance
154
Plan assets (EOY)
$285K
Net assets (EOY)
$285K
How this plan invests
This plan
7 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
87
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
77
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Admiral Mutual fund a" is 46% of plan.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for URSA GROUP LLC.
Plan sponsor
Name
URSA GROUP LLC
EIN
26-4565274
Address
2718 20TH STREET S · BIRMINGHAM, AL · 35209
Phone
(205) 601-2399
Industry
Transportation & Warehousingsee 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
2025-10-15
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BMSS, LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
7 direct securities· $284K(99% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Admiral Mutual fund a | — | — | — | $130K | 45.8% | |
| Vanguard Total Intl Stock Index Admiral Mutual fund a | — | — | — | $79K | 27.7% | |
| Vanguard Short-Term Infl-Prot Sec Index Admiral Mutual fund a 1 Vanguard Total Bond Market Index Admiral Mutual fund a | — | — | — | $32K | 11.3% | |
| Vanguard 500 Index Admiral Mutual fund a 696 Vanguard Emerging Markets Stock Index Fund Mutual fund a 147 Vanguard Mid Cap Index Fund - Admiral Mutual fund a 726 Vanguard Real Estate Index Admiral Mutual fund a | — | — | — | $22K | 7.9% | |
| Vanguard Total Intl Bond Index Admiral Mutual fund a | — | — | — | $14K | 4.8% | |
| BANC Master Deposit Account A. Money market fund a | — | — | — | $4K | 1.6% | |
| Participant loans Interest rate of 9.50%, -0- | — | — | — | $1K | 0.5% |
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