Plan Snapshot
- Plan Sponsor: Urban Affairs Coalition
- Sponsor EIN: 237046393
- Sponsor Address: 1207 CHESTNUT ST 7TH FL, PHILADELPHIA, PA, 19107
- Plan Type: 401(k)
- Total Participants: 434
- Total Assets: $8.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 434 | $8.0M | $158,939 | $719,103 |
| 2023 | 480 | $7.1M | $166,883 | $732,262 |
| 2022 | 470 | $5.8M | $162,636 | $774,660 |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $78,920 | $29,514 | — | — | — |
| 2023 | $71,830 | $24,928 | — | — | — |
| 2022 | $76,018 | $23,053 | $52,965 | — | — |