Employers › Urgent.ly
Recordkeeping fees per participant · Urgent.ly Inc.-401(k) Plan · plan year 2024
$23.77
Higher than 24% of the 7,477 plans $1 to 10M that report it.
= $3,613 / 152
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251024080135NAL0001690403001, received 2025-10-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251024080135NAL0001690403001, received 2025-10-24
Percentiles compare this plan with the Schedule H plans $1 to 10M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-24.
Administrative expenses excluding investment management, per participant
$23.77
Higher than 18% of the 14,713 plans $1 to 10M that report it.
= $3,613 / 152
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251024080135NAL0001690403001, received 2025-10-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251024080135NAL0001690403001, received 2025-10-24
Administrative expenses per participant
$23.77
Higher than 12% of the 15,210 plans $1 to 10M that report it.
= $3,613 / 152
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251024080135NAL0001690403001, received 2025-10-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251024080135NAL0001690403001, received 2025-10-24
Administrative expenses as a share of assets
0.049%
Higher than 7% of the 15,243 plans $1 to 10M that report it.
= $3,613 / $7,384,835
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251024080135NAL0001690403001, received 2025-10-24
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251024080135NAL0001690403001, received 2025-10-24
Employer contributions per participant
$3,818
Higher than 96% of the 13,342 plans $1 to 10M that report it.
= $580,359 / 152
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251024080135NAL0001690403001, received 2025-10-24
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251024080135NAL0001690403001, received 2025-10-24
Employer share of total contributions
29.7%
Higher than 53% of the 13,370 plans $1 to 10M that report it.
= $580,359 / $1,952,144
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251024080135NAL0001690403001, received 2025-10-24
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251024080135NAL0001690403001, received 2025-10-24
Employer match
“Under the plan, employees may contribute a percentage of their annual salary, subject to statutory limitations, and the Company will make a Safe Harbor match of the employees’ contributions up to 4% of their salary during that pay period.”
Form 10-K filed 2026-03-27, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document
Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251024080135NAL0001690403001, received 2025-10-24
| Field | Value | Source |
|---|---|---|
| Plan sponsor | URGENT.LY INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Plan name | URGENT.LY INC.-401K PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Sponsor EIN / plan number | 46-2848640 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Sponsor location | ASHBURN, VA | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Industry (business code) | 488410, Transportation and warehousing | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Filing received | 2025-10-24 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Amended filing | yes | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Participants, beginning of year | 261 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Active participants | 163 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Participants, end of year | 219 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Participants with an account balance | 152 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Total assets, beginning of year | $5,892,784 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Total assets, end of year | $7,384,835 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Net assets, end of year | $7,384,835 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Total income | $2,898,866 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Net income | $1,492,051 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Employer contributions | $580,359 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Participant contributions | $1,223,510 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Other contributions (incl. rollovers) | $148,275 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Total contributions | $1,952,144 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Benefit payments | $1,379,969 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Total expenses (incl. benefit payments) | $1,406,815 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Total administrative expenses | $3,613 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Recordkeeping fees | $3,613 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Administrative expenses excluding investment management | $3,613 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251024080135NAL0001690403001, received 2025-10-24 |
| Independent auditor | CITRIN COOPERMAN & COMPANY, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251024080135NAL0001690403001, received 2025-10-24 |
Position = column in the DOL layout for form year 2024. Filing 20251024080135NAL0001690403001, received 2025-10-24.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| ADP, INC.recordkeeper | RECORD KEEPER | 37 Participant loan processing; 50 Direct payment from the plan; 15 Recordkeeping and information management; 64 Recordkeeping fees | $3,613 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251024080135NAL0001690403001, received 2025-10-24.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $5,892,784 | $7,384,835 | 25.3% |
| Participants with a balance | 161 | 152 | -5.6% |
| Administrative expenses | $3,500 | $3,613 | 3.2% |
| Recordkeeping fees per participant | $21.74 | $23.77 | 9.3% |
| Employer contributions | $513,065 | $580,359 | 13.1% |
Prior filing 20241009092245NAL0032302576001, received 2024-10-09; the plan years are contiguous.
Sponsor name as filed: URGENT.LY INC.; SEC registrant: Urgent.ly Inc. (CIK 1603652, matched by EIN; display name from the Form 10-K cover).