How big is URSO & URSO, Inc.'s plan?

URSO & URSO, Inc.'s plan reported $1.5M in assets and 15 participants for 2025.

Original filing (PDF)20260406114344NAL0006236945001

URSO & URSO, Inc.

Name: URSO & URSO, Inc. — Cecor 401(k) Plan, Form 5500 (2025)
Creator: URSO & URSO, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cecor 401(k) Plan

401(k) retirement plan · URSO & URSO, Inc.'s Cecor 401(k) Plan held $1.5M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Brian Wolfgramm signed URSO & URSO, Inc.'s 2025 Form 5500 as plan administrator.

Brian Wolfgramm — 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

URSO & URSO, Inc.'s EIN is 81-0697705.

EIN 81-0697705

Plan number 001

Plan year 2025

ACK ID 20260406114344NAL0006236945001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for URSO & URSO, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

URSO & URSO, INC.

EIN

all filings

Address

1000 JAMES AVE. · BELLEVILLE, WI · 53508

Phone

(608) 845-6771

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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