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  2. URGE HOLDINGS LLC
Sponsor portfolio

URGE HOLDINGS LLC

EIN 83-4484118-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
3
Retirement
3
$910K assets
Welfare
0
Participants
85
11 AMELIA DR - OLD TAPPAN, NJ 076756913201-926-8170
Plans on this EIN
3 filings
#001401k-$442K - 31 part#003CashBalance-$326K - 20 part#002ProfitSharing-$142K - 34 part

Retirement portfolio analytics

3 plans aggregated / $910K assets / 85 participants

Assets by plan

Share of aggregate retirement assets

49%top
  • PLAN & TRUST (#001)49%
  • CASH BALANCE PLAN (#003)36%
  • PROFIT SHARING PLAN (#002)16%
Total $910KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)34
  • PLAN & TRUST (#001)31
  • CASH BALANCE PLAN (#003)20
Total 85Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

URGE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$442K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#003

URGE HOLDINGS LLC CASH BALANCE PLAN

CashBalance

Assets$326K
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

URGE HOLDINGS LLC PROFIT SHARING PLAN

ProfitSharing

Assets$142K
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans3

Plan #NameTypeAssetsParticipantsLatest year
001URGE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST401k$442K312025
003URGE HOLDINGS LLC CASH BALANCE PLANCashBalance$326K202024
002URGE HOLDINGS LLC PROFIT SHARING PLANProfitSharing$142K342024
Retirement plans
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