# The Urban Institute 403(b) Plan
Source: https://planprovider.pro/companies/the-urban-institute-403b-plan

> The Urban Institute's 403(b) plan: 653 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Urban Institute

- **Sponsor EIN:** 520880375

- **Sponsor Address:** 500 L'ENFANT PLAZA SW, WASHINGTON, DC, 20024

- **Plan Type:** 403(b)

- **Total Participants:** 653

- **Total Assets:** $329.9M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|653|$329.9M|$6.5M|$6.9M|

| 2023|630|$296.2M|$5.7M|$6.3M|

| 2022|619|$260.3M|$5.0M|$5.7M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| TRANSAMERICA RETIREMENT SOLUTIONS|RECORDKEEPER|$106,605|—|$106,605|

| MERCER|INVESTMENT ADVISOR|$49,307|—|$49,307|

| BDO USA, P.C.|AUDITOR|$28,130|—|$28,130|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [TRANSAMERICA RETIREMENT SOLUTIONS](https://planprovider.pro/provider/transamerica) — RECORDKEEPER

- [BDO USA, P.C.](https://planprovider.pro/provider/bdo-usa-pc) — AUDITOR

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $184,042

- **Estimated Expense Ratio:** 0.056% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$209,276|$49,307|—|$28,130|—|

| 2023|$260,204|$54,360|—|$20,000|—|

| 2022|$238,631|$40,000|—|—|$24,352|

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