How big is Jolley, URGA & Wirth, Ltd.'s plan?

Jolley, URGA & Wirth, Ltd.'s plan reported $3.0M in assets for 2025.

Original filing (PDF)20260212131353NAL0000206657001

Jolley, URGA & Wirth, Ltd.

Name: Jolley, URGA & Wirth, Ltd. — Jolley, URGA & Wirth, Form 5500 (2025)
Creator: Jolley, URGA & Wirth, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Jolley, URGA & Wirth, Ltd. Profit Sharing and 401(k) Plan

401(k) retirement plan · Jolley, URGA & Wirth, Ltd.'s Jolley, URGA & Wirth, Ltd. Profit Sharing and 401(k) Plan reported $3.0M in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Brianne Osman signed Jolley, URGA & Wirth, Ltd.'s 2025 Form 5500 as plan administrator.

Brianne Osman — 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

Jolley, URGA & Wirth, Ltd.'s EIN is 88-0170077.

EIN 88-0170077

Plan number 001

Plan year 2025

ACK ID 20260212131353NAL0000206657001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Jolley, URGA & Wirth, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Jolley, URGA & Wirth, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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