Original filing (PDF)20251112180320NAL0000431713001

URNER'S, INC.

Name: URNER'S, INC. — URNER'S, INC. EMPLOYEE STOCK OWNERSHIP PLAN, Form 5500 (2024)
Creator: URNER'S, INC.

Form 5500-SF

FILING_RECEIVED

URNER'S, INC. EMPLOYEE STOCK OWNERSHIP PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for URNER'S, INC..

Plan sponsor

Name

URNER'S, INC.

EIN

95-2009687

Address

5151 N PALM AVENUE, SUITE 920 · FRESNO, CA · 93704

Phone

(559) 224-7656

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-02-01

Tax period

2025-01-31

Filed

2025-11-12

Pension benefit codes

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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