Assets by plan
Share of aggregate retirement assets
Share of aggregate retirement assets
Active + retired + deferred vested
401k
CashBalance
ProfitSharing
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | URGE HOLDINGS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $442K | 31 | 2025 | |
| 003 | URGE HOLDINGS LLC CASH BALANCE PLAN | CashBalance | $326K | 20 | 2024 | |
| 002 | URGE HOLDINGS LLC PROFIT SHARING PLAN | ProfitSharing | $142K | 34 | 2024 |