How big is Ullman Bursa, LLC's plan?

Ullman Bursa, LLC's plan reported $2.8M in assets and 23 participants for 2024.

Original filing (PDF)20250929151603NAL0011017425001

Ullman Bursa, LLC

Name: Ullman Bursa, LLC — Ullman Bursa 401(k) Plan, Form 5500 (2024)
Creator: Ullman Bursa, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ullman Bursa 401(k) Plan

401(k) retirement plan · Ullman Bursa, LLC's Ullman Bursa 401(k) Plan held $2.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.8M

Net assets (EOY)

$2.8M

Plan identifiers

Ullman Bursa, LLC's EIN is 82-1261282.

EIN 82-1261282

Plan number 001

Plan year 2024

ACK ID 20250929151603NAL0011017425001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ullman Bursa, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ullman Bursa, 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 ULLMAN BURSA, 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 (98th percentile).

Plan sponsor

Name

ULLMAN BURSA, LLC

DBA

ULLMAN BURSA LAW

EIN

all filings

Address

3812 COCONUT PALM DRIVE, SUITE 200 · TAMPA, FL · 33619

Phone

(813) 970-0500

Industry