# Udr, INC. And Its Affiliated Companies 401(k) Plan
Source: https://planprovider.pro/companies/udr-inc-and-its-affiliated-companies-401k-plan

> Udr, INC. And Its Affiliated Companies's 401(k) plan: 1,367 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [COOK STREET CONSULTING INC.](https://planprovider.pro/provider/jp-morgan-asset-management) — INVESTMENT ADVISOR

- [WIPFLI LLP](https://planprovider.pro/provider/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|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/udr-inc-and-its-affiliated-companies-401k-plan)

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