Plan Snapshot
- Plan Sponsor: Udr, INC. And Its Affiliated Companies
- Sponsor EIN: 540857512
- Sponsor Address: 1745 SHEA CENTER DRIVE, HIGHLANDS RANCH, CO, 80129
- Plan Type: 401(k)
- Total Participants: 1,367
- Total Assets: $114.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 1,367 | $114.0M | $2.3M | $7.1M |
| 2023 | 1,226 | $96.2M | $2.1M | $6.6M |
| 2022 | 1,218 | $76.2M | $1.9M | $6.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $129,837 | — | $129,837 |
| COOK STREET CONSULTING INC. | INVESTMENT ADVISOR | $10,944 | — | $10,944 |
| WIPFLI LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- COOK STREET CONSULTING INC. — INVESTMENT ADVISOR
- WIPFLI LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $140,781
- Estimated Expense Ratio: 0.124% 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 | $140,781 | $10,944 | — | — | — |
| 2023 | $172,828 | — | — | $16,000 | — |
| 2022 | $161,404 | — | — | — | — |